New England Investment & Retirement Group’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$2.29M Sell
8,881
-148
-2% -$38.1K 0.53% 46
2021
Q2
$2.52M Sell
9,029
-37
-0.4% -$10.3K 0.55% 45
2021
Q1
$1.84M Buy
9,066
+543
+6% +$110K 0.44% 47
2020
Q4
$1.9M Buy
8,523
+1,689
+25% +$376K 0.44% 48
2020
Q3
$1.47M Sell
6,834
-2,952
-30% -$635K 0.37% 46
2020
Q2
$1.69M Buy
+9,786
New +$1.69M 0.42% 42
2019
Q3
Sell
-13,211
Closed -$657K 60
2019
Q2
$657K Buy
13,211
+2,640
+25% +$131K 0.27% 39
2019
Q1
$548K Sell
10,571
-480
-4% -$24.9K 0.25% 38
2018
Q4
$443K Buy
+11,051
New +$443K 0.25% 37