Next Financial Group’s DocuSign DOCU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$707K Buy
4,644
+1,471
+46% +$224K 0.05% 412
2021
Q3
$817K Sell
3,173
-758
-19% -$195K 0.06% 320
2021
Q2
$1.1M Sell
3,931
-422
-10% -$118K 0.09% 243
2021
Q1
$881K Buy
4,353
+517
+13% +$105K 0.08% 267
2020
Q4
$853K Sell
3,836
-2,519
-40% -$560K 0.08% 246
2020
Q3
$1.37M Buy
6,355
+1,779
+39% +$383K 0.15% 149
2020
Q2
$788K Sell
4,576
-74
-2% -$12.7K 0.09% 226
2020
Q1
$430K Buy
4,650
+2,888
+164% +$267K 0.06% 306
2019
Q4
$131K Buy
1,762
+333
+23% +$24.8K 0.01% 855
2019
Q3
$88K Sell
1,429
-2,648
-65% -$163K 0.01% 945
2019
Q2
$203K Buy
4,077
+3,877
+1,939% +$193K 0.02% 658
2019
Q1
$10K Sell
200
-2,204
-92% -$110K ﹤0.01% 1107
2018
Q4
$96K Buy
+2,404
New +$96K 0.02% 601