Verdence Capital Advisors’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 |
-1,557
| Closed | -$401K | – | 513 |
|
|
2021
Q3 | $401K | Buy |
1,557
+2
| +0.1% | +$515 | 0.05% | 313 |
|
|
2021
Q2 | $435K | Sell |
1,555
-250
| -14% | -$69.9K | 0.06% | 274 |
|
|
2021
Q1 | $365K | Sell |
1,805
-465
| -20% | -$94K | 0.06% | 292 |
|
|
2020
Q4 | $505K | Buy |
2,270
+42
| +2% | +$9.34K | 0.1% | 207 |
|
|
2020
Q3 | $480K | Sell |
2,228
-75
| -3% | -$16.2K | 0.11% | 194 |
|
|
2020
Q2 | $397K | Buy |
+2,303
| New | +$397K | 0.1% | 206 |
|