Merriman Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,304
| Closed | -$393K | – | 157 |
|
|
2019
Q4 | $393K | Sell |
5,304
-13
| -0.2% | -$963 | 0.08% | 136 |
|
|
2019
Q3 | $329K | Sell |
5,317
-3,266
| -38% | -$202K | 0.07% | 137 |
|
|
2019
Q2 | $4.35K | Hold |
8,583
| – | – | 0.08% | 131 |
|
|
2019
Q1 | $445K | Sell |
8,583
-4,516
| -34% | -$234K | 0.08% | 143 |
|
|
2018
Q4 | $536K | Buy |
+13,099
| New | +$536K | 0.12% | 85 |
|