Liberty Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-136
| Closed | -$35K | – | 405 |
|
|
2021
Q3 | $35K | Buy |
136
+98
| +258% | +$25.2K | 0.01% | 496 |
|
|
2021
Q2 | $11K | Buy |
38
+17
| +81% | +$4.92K | ﹤0.01% | 629 |
|
|
2021
Q1 | $4K | Hold |
21
| – | – | ﹤0.01% | 726 |
|
|
2020
Q4 | $4K | Sell |
21
-16
| -43% | -$3.05K | ﹤0.01% | 722 |
|
|
2020
Q3 | $8K | Buy |
37
+5
| +16% | +$1.08K | ﹤0.01% | 552 |
|
|
2020
Q2 | $6K | Hold |
32
| – | – | ﹤0.01% | 571 |
|
|
2020
Q1 | $3K | Sell |
32
-7
| -18% | -$656 | ﹤0.01% | 666 |
|
|
2019
Q4 | $3K | Hold |
39
| – | – | ﹤0.01% | 726 |
|
|
2019
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 733 |
|
|
2019
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 756 |
|
|
2019
Q1 | $2K | Hold |
39
| – | – | ﹤0.01% | 625 |
|
|
2018
Q4 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 703 |
|