IA
Insight Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,707
| Closed | -$485K | – | 318 |
|
|
2021
Q3 | $485K | Sell |
1,707
-48
| -3% | -$13.6K | 0.14% | 179 |
|
|
2021
Q2 | $518K | Sell |
1,755
-300
| -15% | -$88.5K | 0.16% | 162 |
|
|
2021
Q1 | $458K | Sell |
2,055
-160
| -7% | -$35.7K | 0.15% | 175 |
|
|
2020
Q4 | $492K | Buy |
+2,215
| New | +$492K | 0.19% | 140 |
|