PFG Advisors’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 |
-2,031
| Closed | -$218K | – | 403 |
|
|
2022
Q1 | $218K | Sell |
2,031
-823
| -29% | -$88.3K | 0.02% | 380 |
|
|
2021
Q4 | $435K | Sell |
2,854
-470
| -14% | -$71.6K | 0.04% | 379 |
|
|
2021
Q3 | $856K | Buy |
3,324
+30
| +0.9% | +$7.73K | 0.09% | 267 |
|
|
2021
Q2 | $921K | Buy |
3,294
+516
| +19% | +$144K | 0.11% | 244 |
|
|
2021
Q1 | $562K | Buy |
+2,778
| New | +$562K | 0.07% | 281 |
|