SteelPeak Wealth’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,754
| Closed | -$295K | – | 408 |
|
|
2022
Q1 | $295K | Sell |
2,754
-35
| -1% | -$3.75K | 0.02% | 340 |
|
|
2021
Q4 | $425K | Sell |
2,789
-1,946
| -41% | -$297K | 0.02% | 274 |
|
|
2021
Q3 | $1.22M | Buy |
4,735
+653
| +16% | +$168K | 0.08% | 143 |
|
|
2021
Q2 | $1.14M | Sell |
4,082
-2,069
| -34% | -$578K | 0.08% | 161 |
|
|
2021
Q1 | $1.25M | Buy |
6,151
+2,382
| +63% | +$482K | 0.1% | 131 |
|
|
2020
Q4 | $838K | Buy |
3,769
+2,185
| +138% | +$486K | 0.08% | 172 |
|
|
2020
Q3 | $341K | Sell |
1,584
-370
| -19% | -$79.7K | 0.04% | 199 |
|
|
2020
Q2 | $336K | Buy |
+1,954
| New | +$336K | 0.04% | 191 |
|