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 |
|