Raymond James Trust’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,209
| Closed | -$278K | – | 1137 |
|
|
2022
Q3 | $278K | Buy |
5,209
+804
| +18% | +$42.9K | 0.01% | 827 |
|
|
2022
Q2 | $253K | Buy |
4,405
+199
| +5% | +$11.4K | 0.01% | 892 |
|
|
2022
Q1 | $450K | Buy |
4,206
+901
| +27% | +$96.4K | 0.01% | 678 |
|
|
2021
Q4 | $503K | Sell |
3,305
-410
| -11% | -$62.4K | 0.02% | 642 |
|
|
2021
Q3 | $956K | Buy |
3,715
+220
| +6% | +$56.6K | 0.03% | 411 |
|
|
2021
Q2 | $977K | Buy |
3,495
+413
| +13% | +$115K | 0.03% | 408 |
|
|
2021
Q1 | $624K | Sell |
3,082
-80
| -3% | -$16.2K | 0.02% | 508 |
|
|
2020
Q4 | $703K | Sell |
3,162
-552
| -15% | -$123K | 0.03% | 436 |
|
|
2020
Q3 | $799K | Buy |
3,714
+785
| +27% | +$169K | 0.03% | 367 |
|
|
2020
Q2 | $504K | Buy |
+2,929
| New | +$504K | 0.02% | 464 |
|