I
INVST’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-830
| Closed | -$234K | – | 195 |
|
|
2021
Q2 | $234K | Sell |
830
-501
| -38% | -$141K | 0.04% | 177 |
|
|
2021
Q1 | $297K | Buy |
1,331
+115
| +9% | +$25.7K | 0.05% | 148 |
|
|
2020
Q4 | $270K | Buy |
1,216
+250
| +26% | +$55.5K | 0.05% | 144 |
|
|
2020
Q3 | $215K | Buy |
+966
| New | +$215K | 0.05% | 144 |
|