Piedmont Investment Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-13,998
| Closed | -$1.29M | – | 191 |
|
2020
Q1 | $1.29M | Buy |
13,998
+2,283
| +19% | +$211K | 0.05% | 266 |
|
2019
Q4 | $868K | Buy |
11,715
+313
| +3% | +$23.2K | 0.03% | 365 |
|
2019
Q3 | $706K | Buy |
11,402
+260
| +2% | +$16.1K | 0.03% | 406 |
|
2019
Q2 | $554K | Buy |
11,142
+5,518
| +98% | +$274K | 0.02% | 509 |
|
2019
Q1 | $292K | Buy |
5,624
+282
| +5% | +$14.6K | 0.01% | 823 |
|
2018
Q4 | $214K | Buy |
+5,342
| New | +$214K | 0.01% | 902 |
|
2018
Q3 | – | Sell |
-7,335
| Closed | -$388K | – | 1381 |
|
2018
Q2 | $388K | Buy |
+7,335
| New | +$388K | 0.02% | 536 |
|