Vivid Financial Management’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 |
-1,516
| Closed | -$390K | – | 138 |
|
|
2021
Q3 | $390K | Sell |
1,516
-684
| -31% | -$176K | 0.16% | 85 |
|
|
2021
Q2 | $615K | Buy |
2,200
+72
| +3% | +$20.1K | 0.25% | 51 |
|
|
2021
Q1 | $431K | Buy |
2,128
+89
| +4% | +$18K | 0.2% | 81 |
|
|
2020
Q4 | $453K | Sell |
2,039
-226
| -10% | -$50.2K | 0.22% | 75 |
|
|
2020
Q3 | $488K | Buy |
+2,265
| New | +$488K | 0.3% | 47 |
|