Thomas Story & Son’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-14,297
| Closed | -$1.53M | – | 56 |
|
|
2022
Q1 | $1.53M | Sell |
14,297
-8,677
| -38% | -$929K | 0.61% | 34 |
|
|
2021
Q4 | $3.5M | Buy |
22,974
+13,761
| +149% | +$2.1M | 1.36% | 26 |
|
|
2021
Q3 | $2.37M | Buy |
9,213
+16
| +0.2% | +$4.12K | 0.97% | 29 |
|
|
2021
Q2 | $2.57M | Sell |
9,197
-203
| -2% | -$56.7K | 0.96% | 31 |
|
|
2021
Q1 | $1.9M | Hold |
9,400
| – | – | 0.72% | 34 |
|
|
2020
Q4 | $2.09M | Hold |
9,400
| – | – | 0.85% | 32 |
|
|
2020
Q3 | $2.02M | Buy |
+9,400
| New | +$2.02M | 0.9% | 30 |
|