Shine Investment Advisory Services’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $282K | Sell |
1,312
-461
| -26% | -$99.1K | 0.1% | 106 |
|
2020
Q2 | $305K | Sell |
1,773
-304
| -15% | -$52.3K | 0.11% | 94 |
|
2020
Q1 | $192K | Buy |
2,077
+87
| +4% | +$8.04K | 0.09% | 114 |
|
2019
Q4 | $147K | Hold |
1,990
| – | – | 0.06% | 158 |
|
2019
Q3 | $123K | Hold |
1,990
| – | – | 0.06% | 151 |
|
2019
Q2 | $99K | Buy |
1,990
+721
| +57% | +$35.9K | 0.05% | 183 |
|
2019
Q1 | $66K | Buy |
+1,269
| New | +$66K | 0.03% | 250 |
|