Northeast Financial Consultants’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,390
| Closed | -$256K | – | 303 |
|
|
2023
Q1 | $256K | Buy |
+4,390
| New | +$256K | 0.02% | 263 |
|
|
2022
Q4 | – | Sell |
-6,725
| Closed | -$360K | – | 329 |
|
|
2022
Q3 | $360K | Buy |
6,725
+1,200
| +22% | +$64.2K | 0.03% | 238 |
|
|
2022
Q2 | $317K | Sell |
5,525
-6,622
| -55% | -$380K | 0.02% | 249 |
|
|
2022
Q1 | $1.3M | Buy |
12,147
+77
| +0.6% | +$8.25K | 0.08% | 135 |
|
|
2021
Q4 | $1.84M | Buy |
12,070
+8,732
| +262% | +$1.33M | 0.11% | 100 |
|
|
2021
Q3 | $859K | Buy |
3,338
+1,033
| +45% | +$266K | 0.06% | 174 |
|
|
2021
Q2 | $644K | Buy |
2,305
+719
| +45% | +$201K | 0.04% | 191 |
|
|
2021
Q1 | $321K | Buy |
+1,586
| New | +$321K | 0.02% | 263 |
|