SFS
DOCU

Sowell Financial Services’s DocuSign DOCU Stock Holding History

Sowell Financial Services’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,678
Closed -$325K – 1082
2021
Q1 		$325K Sell
1,678
-362
-18% -$83.9K 0.01% 812
2020
Q4 		$453K Sell
2,040
-856
-30% -$192K 0.02% 551
2020
Q3 		$623K Sell
2,896
-286
-9% -$59.4K 0.03% 413
2020
Q2 		$548K Buy
3,182
+1,775
+126% +$224K 0.03% 428
2020
Q1 		$130K Buy
1,407
+143
+11% +$11.5K 0.01% 770
2019
Q4 		$94K Buy
1,264
+604
+92% +$41.5K 0.01% 937
2019
Q3 		$41K Buy
+660
New +$34.6K ﹤0.01% 1054

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