Perennial Investment Advisors’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 |
-1,007
| Closed | -$258K | – | 230 |
|
|
2021
Q3 | $258K | Buy |
1,007
+65
| +7% | +$16.7K | 0.09% | 175 |
|
|
2021
Q2 | $263K | Sell |
942
-3,982
| -81% | -$1.11M | 0.1% | 170 |
|
|
2021
Q1 | $997K | Buy |
4,924
+262
| +6% | +$53K | 0.39% | 56 |
|
|
2020
Q4 | $1.04M | Buy |
4,662
+657
| +16% | +$146K | 0.44% | 46 |
|
|
2020
Q3 | $862K | Buy |
+4,005
| New | +$862K | 0.43% | 50 |
|