Winch Advisory Services’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 |
-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 | +$26K | 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% | -$8.46K | ﹤0.01% | 248 |
|
|
2020
Q3 | $15K | Buy |
72
+22
| +44% | +$4.58K | 0.01% | 166 |
|
|
2020
Q2 | $9K | Hold |
50
| – | – | ﹤0.01% | 205 |
|
|
2020
Q1 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 222 |
|
|
2019
Q3 | – | Sell |
-25
| Closed | -$1K | – | 374 |
|
|
2019
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 406 |
|