Stonebridge Financial Planning Group’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-100
| Closed | -$28K | – | 407 |
|
|
2021
Q3 | $28K | Hold |
100
| – | – | 0.01% | 274 |
|
|
2021
Q2 | $29K | Hold |
100
| – | – | 0.02% | 264 |
|
|
2021
Q1 | $21K | Hold |
100
| – | – | 0.01% | 303 |
|
|
2020
Q4 | $22K | Hold |
100
| – | – | 0.01% | 269 |
|
|
2020
Q3 | $23K | Buy |
+100
| New | +$23K | 0.02% | 255 |
|