Perigon Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,576
| Closed | -$276K | – | 581 |
|
|
2022
Q1 | $276K | Sell |
2,576
-487
| -16% | -$52.2K | 0.02% | 486 |
|
|
2021
Q4 | $467K | Buy |
3,063
+790
| +35% | +$120K | 0.03% | 358 |
|
|
2021
Q3 | $585K | Buy |
2,273
+442
| +24% | +$114K | 0.05% | 277 |
|
|
2021
Q2 | $512K | Sell |
1,831
-573
| -24% | -$160K | 0.05% | 307 |
|
|
2021
Q1 | $487K | Buy |
2,404
+1,344
| +127% | +$272K | 0.05% | 295 |
|
|
2020
Q4 | $236K | Sell |
1,060
-474
| -31% | -$106K | 0.03% | 364 |
|
|
2020
Q3 | $330K | Buy |
+1,534
| New | +$330K | 0.05% | 281 |
|