Retirement Group’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $298 | Hold |
5
| – | – | ﹤0.01% | 785 |
|
2023
Q4 | $297 | Buy |
+5
| New | +$297 | ﹤0.01% | 773 |
|
2023
Q3 | – | Sell |
-19
| Closed | -$971 | – | 787 |
|
2023
Q2 | $971 | Buy |
+19
| New | +$971 | ﹤0.01% | 676 |
|
2021
Q3 | – | Sell |
-100
| Closed | -$28K | – | 643 |
|
2021
Q2 | $28K | Sell |
100
-70
| -41% | -$19.6K | 0.01% | 282 |
|
2021
Q1 | $34K | Hold |
170
| – | – | 0.02% | 320 |
|
2020
Q4 | $37K | Buy |
170
+100
| +143% | +$21.8K | 0.02% | 292 |
|
2020
Q3 | $15K | Buy |
+70
| New | +$15K | 0.01% | 358 |
|