Symphony Financial’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 |
-1,055
| Closed | -$271K | – | 178 |
|
|
2021
Q3 | $271K | Buy |
+1,055
| New | +$271K | 0.09% | 148 |
|
|
2021
Q2 | – | Sell |
-3,726
| Closed | -$766K | – | 167 |
|
|
2021
Q1 | $766K | Sell |
3,726
-20
| -0.5% | -$4.11K | 0.2% | 78 |
|
|
2020
Q4 | $833K | Buy |
3,746
+126
| +3% | +$28K | 0.3% | 58 |
|
|
2020
Q3 | $779K | Buy |
3,620
+28
| +0.8% | +$6.03K | 0.32% | 48 |
|
|
2020
Q2 | $619K | Buy |
+3,592
| New | +$619K | 0.3% | 59 |
|