Realta Investment 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 |
-2,221
| Closed | -$238K | – | 401 |
|
|
2022
Q1 | $238K | Sell |
2,221
-455
| -17% | -$48.8K | 0.05% | 344 |
|
|
2021
Q4 | $408K | Buy |
2,676
+473
| +21% | +$72.1K | 0.09% | 251 |
|
|
2021
Q3 | $567K | Sell |
2,203
-1,570
| -42% | -$404K | 0.13% | 184 |
|
|
2021
Q2 | $1.06M | Sell |
3,773
-1,295
| -26% | -$362K | 0.25% | 100 |
|
|
2021
Q1 | $1.03M | Sell |
5,068
-1,274
| -20% | -$258K | 0.27% | 97 |
|
|
2020
Q4 | $1.41M | Buy |
6,342
+627
| +11% | +$139K | 0.4% | 54 |
|
|
2020
Q3 | $1.23M | Buy |
+5,715
| New | +$1.23M | 0.41% | 51 |
|