Squar Milner Financial Services’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,006
| Closed | -$277K | – | 339 |
|
|
2020
Q1 | $277K | Buy |
3,006
+380
| +14% | +$35K | 0.17% | 127 |
|
|
2019
Q4 | $194K | Buy |
+2,626
| New | +$194K | 0.1% | 205 |
|
|
2019
Q3 | – | Sell |
-94
| Closed | -$5K | – | 338 |
|
|
2019
Q2 | $5K | Sell |
94
-87
| -48% | -$4.63K | ﹤0.01% | 585 |
|
|
2019
Q1 | $9K | Buy |
181
+114
| +170% | +$5.67K | 0.01% | 535 |
|
|
2018
Q4 | $3K | Sell |
67
-37
| -36% | -$1.66K | ﹤0.01% | 638 |
|
|
2018
Q3 | $5K | Buy |
+104
| New | +$5K | ﹤0.01% | 599 |
|