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WAS
DOCU
Winch Advisory Services’s
DocuSign
DOCU
Stock Holding History
Winch Advisory Services’s Portfolio
DOCU Stock Details
DOCU Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-100
Closed
-$11K
–
447
2022
Q1
$11K
Hold
100
–
–
﹤0.01%
244
2021
Q4
$15K
Hold
100
–
–
0.01%
238
2021
Q3
$26K
Buy
+100
New
+$28.8K
0.01%
185
2021
Q2
–
Sell
-35
Closed
-$7K
–
492
2021
Q1
$7K
Hold
35
–
–
﹤0.01%
274
2020
Q4
$8K
Sell
35
-37
-51%
-$8.31K
﹤0.01%
248
2020
Q3
$15K
Buy
72
+22
+44%
+$4.57K
0.01%
166
2020
Q2
$9K
Hold
50
–
–
﹤0.01%
205
2020
Q1
$5K
Buy
+50
New
+$4.02K
﹤0.01%
222
2019
Q3
–
Sell
-25
Closed
-$1K
–
373
2019
Q2
$1K
Buy
+25
New
+$1.33K
﹤0.01%
406
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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