Simplicity Solutions’s DocuSign DOCU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-5,396
Closed -$1.2M 588
2020
Q4
$1.2M Buy
5,396
+614
+13% +$137K 0.02% 493
2020
Q3
$1.03M Buy
4,782
+1,288
+37% +$277K 0.02% 469
2020
Q2
$602K Buy
+3,494
New +$602K 0.01% 596
2020
Q1
Sell
-2,992
Closed -$222K 750
2019
Q4
$222K Buy
+2,992
New +$222K 0.01% 768