Pin Oak Investment Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-369
| Closed | -$19K | – | 465 |
|
|
2023
Q2 | $19K | Hold |
369
| – | – | 0.02% | 254 |
|
|
2023
Q1 | $22K | Hold |
369
| – | – | 0.03% | 226 |
|
|
2022
Q4 | $20K | Hold |
369
| – | – | 0.02% | 226 |
|
|
2022
Q3 | $20K | Hold |
369
| – | – | 0.03% | 216 |
|
|
2022
Q2 | $21K | Buy |
369
+157
| +74% | +$8.94K | 0.03% | 228 |
|
|
2022
Q1 | $23K | Buy |
212
+126
| +147% | +$13.7K | 0.02% | 238 |
|
|
2021
Q4 | $13K | Buy |
+86
| New | +$13K | 0.01% | 300 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$22K | – | 407 |
|
|
2020
Q4 | $22K | Buy |
+100
| New | +$22K | 0.02% | 255 |
|