Oxler Private Wealth’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,320
| Closed | -$124K | – | 143 |
|
|
2022
Q3 | $124K | Hold |
2,320
| – | – | 0.07% | 119 |
|
|
2022
Q2 | $133K | Hold |
2,320
| – | – | 0.06% | 117 |
|
|
2022
Q1 | $248K | Sell |
2,320
-1,511
| -39% | -$162K | 0.11% | 100 |
|
|
2021
Q4 | $583K | Sell |
3,831
-13
| -0.3% | -$1.98K | 0.24% | 86 |
|
|
2021
Q3 | $989K | Hold |
3,844
| – | – | 0.44% | 63 |
|
|
2021
Q2 | $1.07M | Buy |
3,844
+500
| +15% | +$140K | 0.47% | 58 |
|
|
2021
Q1 | $676K | Buy |
3,344
+500
| +18% | +$101K | 0.34% | 77 |
|
|
2020
Q4 | $632K | Buy |
+2,844
| New | +$632K | 0.36% | 64 |
|