USCA RIA’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $3.88M | Sell |
13,886
-5,850
| -30% | -$1.64M | 0.24% | 122 |
|
|
2021
Q1 | $4M | Buy |
19,736
+7,896
| +67% | +$1.6M | 0.26% | 109 |
|
|
2020
Q4 | $2.63M | Sell |
11,840
-4,905
| -29% | -$1.09M | 0.18% | 114 |
|
|
2020
Q3 | $3.6M | Buy |
16,745
+295
| +2% | +$63.5K | 0.28% | 79 |
|
|
2020
Q2 | $2.83M | Buy |
16,450
+4,000
| +32% | +$689K | 0.25% | 92 |
|
|
2020
Q1 | $1.15M | Buy |
12,450
+4,750
| +62% | +$439K | 0.13% | 168 |
|
|
2019
Q4 | $571K | Hold |
7,700
| – | – | 0.05% | 312 |
|
|
2019
Q3 | $477K | Buy |
+7,700
| New | +$477K | 0.05% | 308 |
|