Stokes Family Office’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 |
-9,568
| Closed | -$549K | – | 278 |
|
|
2022
Q2 | $549K | Buy |
9,568
+510
| +6% | +$29.3K | 0.07% | 155 |
|
|
2022
Q1 | $970K | Sell |
9,058
-391
| -4% | -$41.9K | 0.13% | 102 |
|
|
2021
Q4 | $1.44M | Buy |
9,449
+3
| +0% | +$457 | 0.18% | 83 |
|
|
2021
Q3 | $2.43M | Sell |
9,446
-37
| -0.4% | -$9.53K | 0.34% | 63 |
|
|
2021
Q2 | $2.65M | Sell |
9,483
-2
| -0% | -$559 | 0.38% | 61 |
|
|
2021
Q1 | $1.92M | Sell |
9,485
-1
| -0% | -$202 | 0.3% | 66 |
|
|
2020
Q4 | $2.11M | Buy |
9,486
+46
| +0.5% | +$10.2K | 0.42% | 53 |
|
|
2020
Q3 | $2.03M | Sell |
9,440
-2,116
| -18% | -$455K | 0.46% | 51 |
|
|
2020
Q2 | $1.99M | Buy |
11,556
+5,952
| +106% | +$1.02M | 0.5% | 51 |
|
|
2020
Q1 | $518K | Buy |
5,604
+180
| +3% | +$16.6K | 0.14% | 95 |
|
|
2019
Q4 | $402K | Buy |
+5,424
| New | +$402K | 0.09% | 103 |
|