Parisi Gray Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,761
| Closed | -$454K | – | 130 |
|
|
2021
Q3 | $454K | Sell |
1,761
-1
| -0.1% | -$258 | 0.19% | 86 |
|
|
2021
Q2 | $493K | Sell |
1,762
-112
| -6% | -$31.3K | 0.18% | 90 |
|
|
2021
Q1 | $379K | Buy |
1,874
+61
| +3% | +$12.3K | 0.16% | 94 |
|
|
2020
Q4 | $403K | Buy |
1,813
+529
| +41% | +$118K | 0.18% | 92 |
|
|
2020
Q3 | $276K | Buy |
+1,284
| New | +$276K | 0.14% | 93 |
|