Sowell Financial Services’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,678
| Closed | -$325K | – | 1082 |
|
|
2021
Q1 | $325K | Sell |
1,678
-362
| -18% | -$70.1K | 0.01% | 812 |
|
|
2020
Q4 | $453K | Sell |
2,040
-856
| -30% | -$190K | 0.02% | 551 |
|
|
2020
Q3 | $623K | Sell |
2,896
-286
| -9% | -$61.5K | 0.03% | 413 |
|
|
2020
Q2 | $548K | Buy |
3,182
+1,775
| +126% | +$306K | 0.03% | 428 |
|
|
2020
Q1 | $130K | Buy |
1,407
+143
| +11% | +$13.2K | 0.01% | 770 |
|
|
2019
Q4 | $94K | Buy |
1,264
+604
| +92% | +$44.9K | 0.01% | 937 |
|
|
2019
Q3 | $41K | Buy |
+660
| New | +$41K | ﹤0.01% | 1054 |
|