Souders Financial Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,921
| Closed | -$340K | – | 149 |
|
|
2022
Q2 | $340K | Sell |
5,921
-82
| -1% | -$4.71K | 0.1% | 113 |
|
|
2022
Q1 | $643K | Sell |
6,003
-11
| -0.2% | -$1.18K | 0.19% | 99 |
|
|
2021
Q4 | $916K | Buy |
6,014
+2,355
| +64% | +$359K | 0.26% | 79 |
|
|
2021
Q3 | $942K | Buy |
3,659
+39
| +1% | +$10K | 0.3% | 72 |
|
|
2021
Q2 | $1.01M | Buy |
3,620
+360
| +11% | +$101K | 0.34% | 67 |
|
|
2021
Q1 | $660K | Buy |
3,260
+317
| +11% | +$64.2K | 0.26% | 75 |
|
|
2020
Q4 | $654K | Buy |
2,943
+167
| +6% | +$37.1K | 0.29% | 69 |
|
|
2020
Q3 | $551K | Sell |
2,776
-1,246
| -31% | -$247K | 0.26% | 74 |
|
|
2020
Q2 | $693K | Buy |
4,022
+256
| +7% | +$44.1K | 0.4% | 57 |
|
|
2020
Q1 | $348K | Buy |
+3,766
| New | +$348K | 0.31% | 70 |
|