Reilly Financial Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $138K | Buy |
904
+19
| +2% | +$2.9K | 0.01% | 240 |
|
|
2021
Q3 | $228K | Sell |
885
-33
| -4% | -$8.5K | 0.02% | 185 |
|
|
2021
Q2 | $257K | Buy |
918
+874
| +1,986% | +$245K | 0.02% | 183 |
|
|
2021
Q1 | $9K | Buy |
+44
| New | +$9K | ﹤0.01% | 712 |
|
|
2020
Q2 | – | Sell |
-2,800
| Closed | -$259K | – | 904 |
|
|
2020
Q1 | $259K | Buy |
+2,800
| New | +$259K | 0.04% | 153 |
|