Telemus Capital’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-787
| Closed | -$220K | – | 354 |
|
2021
Q2 | $220K | Buy |
+787
| New | +$220K | 0.02% | 324 |
|
2020
Q4 | – | Sell |
-3,210
| Closed | -$753K | – | 396 |
|
2020
Q3 | $753K | Buy |
3,210
+1,050
| +49% | +$246K | 0.06% | 237 |
|
2020
Q2 | $454K | Buy |
+2,160
| New | +$454K | 0.04% | 290 |
|