Sonora Investment Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $238K | Buy |
925
+500
| +118% | +$129K | 0.03% | 188 |
|
|
2021
Q2 | $119K | Sell |
425
-83
| -16% | -$23.2K | 0.02% | 260 |
|
|
2021
Q1 | $103K | Sell |
508
-23
| -4% | -$4.66K | 0.01% | 406 |
|
|
2020
Q4 | $118K | Buy |
531
+5
| +1% | +$1.11K | 0.01% | 386 |
|
|
2020
Q3 | $113K | Sell |
526
-37
| -7% | -$7.95K | 0.01% | 360 |
|
|
2020
Q2 | $97K | Sell |
563
-82
| -13% | -$14.1K | 0.01% | 346 |
|
|
2020
Q1 | $60K | Hold |
645
| – | – | 0.01% | 407 |
|
|
2019
Q4 | $48K | Buy |
645
+45
| +8% | +$3.35K | ﹤0.01% | 561 |
|
|
2019
Q3 | $37K | Hold |
600
| – | – | ﹤0.01% | 622 |
|
|
2019
Q2 | $30K | Hold |
600
| – | – | ﹤0.01% | 684 |
|
|
2019
Q1 | $31K | Buy |
+600
| New | +$31K | ﹤0.01% | 623 |
|