Regal Wealth Group’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-500
| Closed | -$101K | – | 102 |
|
|
2021
Q1 | $101K | Hold |
500
| – | – | 0.06% | 62 |
|
|
2020
Q4 | $111K | Hold |
500
| – | – | 0.07% | 59 |
|
|
2020
Q3 | $108K | Hold |
500
| – | – | 0.08% | 58 |
|
|
2020
Q2 | $86K | Hold |
500
| – | – | 0.07% | 60 |
|
|
2020
Q1 | $46K | Hold |
500
| – | – | 0.05% | 71 |
|
|
2019
Q4 | $37K | Sell |
500
-500
| -50% | -$37K | 0.02% | 94 |
|
|
2019
Q3 | $62K | Hold |
1,000
| – | – | 0.04% | 69 |
|
|
2019
Q2 | $50K | Buy |
+1,000
| New | +$50K | 0.03% | 75 |
|