Williams Jones Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-875
| Closed | -$245K | – | 503 |
|
|
2021
Q2 | $245K | Sell |
875
-825
| -49% | -$231K | ﹤0.01% | 439 |
|
|
2021
Q1 | $344K | Sell |
1,700
-210
| -11% | -$42.5K | 0.01% | 364 |
|
|
2020
Q4 | $425K | Buy |
1,910
+85
| +5% | +$18.9K | 0.01% | 307 |
|
|
2020
Q3 | $393K | Sell |
1,825
-200
| -10% | -$43.1K | 0.01% | 299 |
|
|
2020
Q2 | $349K | Buy |
+2,025
| New | +$349K | 0.01% | 300 |
|