PFS Investments’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.78M | Buy |
34,761
+183
| +0.5% | +$9.35K | 0.03% | 339 |
|
|
2023
Q1 | $1.95M | Buy |
34,578
+122
| +0.4% | +$6.89K | 0.03% | 315 |
|
|
2022
Q4 | $1.91M | Sell |
34,456
-831
| -2% | -$46.1K | 0.04% | 297 |
|
|
2022
Q3 | $1.89K | Buy |
35,287
+87
| +0.2% | +$5 | 0.03% | 286 |
|
|
2022
Q2 | $2.02M | Sell |
35,200
-766
| -2% | -$44K | 0.04% | 270 |
|
|
2022
Q1 | $3.85M | Sell |
35,966
-264
| -0.7% | -$28.3K | 0.07% | 223 |
|
|
2021
Q4 | $5.52M | Buy |
36,230
+11,523
| +47% | +$1.76M | 0.11% | 180 |
|
|
2021
Q3 | $6.77M | Buy |
24,707
+8,265
| +50% | +$2.26M | 0.14% | 144 |
|
|
2021
Q2 | $4.74M | Buy |
16,442
+7,058
| +75% | +$2.03M | 0.11% | 169 |
|
|
2021
Q1 | $1.9M | Buy |
+9,384
| New | +$1.9M | 0.05% | 238 |
|