Total Clarity Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-50
| Closed | -$3K | – | 403 |
|
|
2022
Q2 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 876 |
|
|
2022
Q1 | – | Sell |
-287
| Closed | -$44K | – | 380 |
|
|
2021
Q4 | $44K | Sell |
287
-275
| -49% | -$42.2K | 0.02% | 431 |
|
|
2021
Q3 | $145K | Buy |
+562
| New | +$145K | 0.07% | 256 |
|
|
2021
Q2 | – | Sell |
-564
| Closed | -$114K | – | 322 |
|
|
2021
Q1 | $114K | Buy |
+564
| New | +$114K | 0.07% | 228 |
|
|
2020
Q3 | – | Sell |
-5,140
| Closed | -$885K | – | 127 |
|
|
2020
Q2 | $885K | Buy |
+5,140
| New | +$885K | 0.81% | 35 |
|
|
2020
Q1 | – | Sell |
-860
| Closed | -$64K | – | 211 |
|
|
2019
Q4 | $64K | Buy |
+860
| New | +$64K | 0.05% | 231 |
|