Wealth Architects’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 |
-2,385
| Closed | -$255K | – | 189 |
|
|
2022
Q1 | $255K | Buy |
2,385
+79
| +3% | +$8.45K | 0.04% | 164 |
|
|
2021
Q4 | $351K | Buy |
2,306
+1,051
| +84% | +$160K | 0.06% | 140 |
|
|
2021
Q3 | $323K | Buy |
1,255
+62
| +5% | +$16K | 0.06% | 133 |
|
|
2021
Q2 | $334K | Sell |
1,193
-18
| -1% | -$5.04K | 0.07% | 123 |
|
|
2021
Q1 | $245K | Buy |
1,211
+38
| +3% | +$7.69K | 0.05% | 142 |
|
|
2020
Q4 | $261K | Sell |
1,173
-6
| -0.5% | -$1.34K | 0.06% | 126 |
|
|
2020
Q3 | $254K | Sell |
1,179
-248
| -17% | -$53.4K | 0.07% | 121 |
|
|
2020
Q2 | $246K | Buy |
+1,427
| New | +$246K | 0.07% | 120 |
|