Symmetry Partners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,838
| Closed | -$432K | – | 576 |
|
2021
Q4 | $432K | Hold |
2,838
| – | – | 0.03% | 436 |
|
2021
Q3 | $727K | Hold |
2,838
| – | – | 0.05% | 301 |
|
2021
Q2 | $793K | Hold |
2,838
| – | – | 0.05% | 282 |
|
2021
Q1 | $575K | Sell |
2,838
-158
| -5% | -$32K | 0.04% | 351 |
|
2020
Q4 | $666K | Hold |
2,996
| – | – | 0.05% | 285 |
|
2020
Q3 | $645K | Buy |
2,996
+589
| +24% | +$127K | 0.06% | 252 |
|
2020
Q2 | $415K | Buy |
+2,407
| New | +$415K | 0.05% | 184 |
|