Money Concepts Capital’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 |
-2,098
| Closed | -$116K | – | 1082 |
|
|
2022
Q4 | $116K | Buy |
2,098
+1,877
| +849% | +$104K | 0.01% | 907 |
|
|
2022
Q3 | $12K | Buy |
221
+6
| +3% | +$326 | ﹤0.01% | 1021 |
|
|
2022
Q2 | $13K | Sell |
215
-3,010
| -93% | -$182K | ﹤0.01% | 972 |
|
|
2022
Q1 | $345K | Buy |
+3,225
| New | +$345K | 0.02% | 541 |
|
|
2021
Q1 | – | Sell |
-1,520
| Closed | -$338K | – | 725 |
|
|
2020
Q4 | $338K | Buy |
+1,520
| New | +$338K | 0.03% | 346 |
|