IRON Financial’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-4,375
| Closed | -$973K | – | 112 |
|
2020
Q4 | $973K | Sell |
4,375
-520
| -11% | -$116K | 0.49% | 24 |
|
2020
Q3 | $1.05M | Buy |
4,895
+525
| +12% | +$113K | 0.58% | 23 |
|
2020
Q2 | $753K | Sell |
4,370
-1,020
| -19% | -$176K | 0.39% | 30 |
|
2020
Q1 | $498K | Buy |
5,390
+24
| +0.4% | +$2.22K | 0.31% | 44 |
|
2019
Q4 | $398K | Sell |
5,366
-50
| -0.9% | -$3.71K | 0.19% | 77 |
|
2019
Q3 | $335K | Sell |
5,416
-1,000
| -16% | -$61.9K | 0.25% | 73 |
|
2019
Q2 | $333K | Buy |
+6,416
| New | +$333K | 0.31% | 67 |
|