M Holdings Securities’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,599
| Closed | -$207K | – | 437 |
|
|
2022
Q2 | $207K | Sell |
3,599
-1,730
| -32% | -$99.5K | 0.02% | 408 |
|
|
2022
Q1 | $571K | Buy |
+5,329
| New | +$571K | 0.04% | 274 |
|
|
2021
Q2 | – | Sell |
-4,373
| Closed | -$885K | – | 300 |
|
|
2021
Q1 | $885K | Buy |
+4,373
| New | +$885K | 0.08% | 207 |
|