Kelly Financial Services’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4
| Closed | -$222 | – | 710 |
|
|
2022
Q4 | $222 | Hold |
4
| – | – | ﹤0.01% | 638 |
|
|
2022
Q3 | $214 | Hold |
4
| – | – | ﹤0.01% | 649 |
|
|
2022
Q2 | $230 | Hold |
4
| – | – | ﹤0.01% | 640 |
|
|
2022
Q1 | $428 | Hold |
4
| – | – | ﹤0.01% | 619 |
|
|
2021
Q4 | $609 | Buy |
+4
| New | +$609 | ﹤0.01% | 615 |
|
|
2021
Q1 | – | Sell |
-50
| Closed | -$11.1K | – | 647 |
|
|
2020
Q4 | $11.1K | Hold |
50
| – | – | 0.01% | 255 |
|
|
2020
Q3 | $10.8K | Hold |
50
| – | – | 0.01% | 247 |
|
|
2020
Q2 | $8.61K | Hold |
50
| – | – | 0.01% | 267 |
|
|
2020
Q1 | $4.62K | Buy |
+50
| New | +$4.62K | 0.01% | 304 |
|