Mid Atlantic Financial Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $678K | Buy |
2,635
+426
| +19% | +$110K | 0.05% | 366 |
|
|
2021
Q2 | $618K | Buy |
2,209
+215
| +11% | +$60.1K | 0.04% | 396 |
|
|
2021
Q1 | $404K | Sell |
1,994
-86
| -4% | -$17.4K | 0.03% | 506 |
|
|
2020
Q4 | $462K | Sell |
2,080
-52
| -2% | -$11.6K | 0.04% | 420 |
|
|
2020
Q3 | $421K | Sell |
2,132
-1,336
| -39% | -$264K | 0.04% | 404 |
|
|
2020
Q2 | $597K | Sell |
3,468
-4,521
| -57% | -$778K | 0.06% | 289 |
|
|
2020
Q1 | $738K | Buy |
7,989
+2,353
| +42% | +$217K | 0.08% | 225 |
|
|
2019
Q4 | $418K | Hold |
5,636
| – | – | 0.04% | 440 |
|
|
2019
Q3 | $349K | Buy |
5,636
+1,254
| +29% | +$77.7K | 0.04% | 464 |
|
|
2019
Q2 | $218K | Buy |
+4,382
| New | +$218K | 0.02% | 616 |
|