PDS Planning’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 |
-1,135
| Closed | -$292K | – | 222 |
|
|
2021
Q3 | $292K | Buy |
1,135
+12
| +1% | +$3.09K | 0.07% | 132 |
|
|
2021
Q2 | $314K | Buy |
1,123
+32
| +3% | +$8.95K | 0.08% | 122 |
|
|
2021
Q1 | $221K | Sell |
1,091
-94
| -8% | -$19K | 0.06% | 146 |
|
|
2020
Q4 | $263K | Buy |
1,185
+23
| +2% | +$5.11K | 0.09% | 120 |
|
|
2020
Q3 | $250K | Sell |
1,162
-30
| -3% | -$6.45K | 0.1% | 109 |
|
|
2020
Q2 | $205K | Buy |
+1,192
| New | +$205K | 0.09% | 117 |
|