Winslow Evans & Crocker’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $447K | Sell |
2,010
-1,360
| -40% | -$302K | 0.08% | 212 |
|
|
2020
Q3 | $725K | Buy |
3,370
+2,575
| +324% | +$554K | 0.18% | 127 |
|
|
2020
Q2 | $137K | Sell |
795
-1
| -0.1% | -$172 | 0.04% | 309 |
|
|
2020
Q1 | $76K | Buy |
796
+400
| +101% | +$38.2K | 0.03% | 367 |
|
|
2019
Q4 | $32K | Buy |
+396
| New | +$32K | 0.01% | 584 |
|
|
2019
Q2 | – | Sell |
-1,000
| Closed | -$52K | – | 1194 |
|
|
2019
Q1 | $52K | Hold |
1,000
| – | – | 0.01% | 480 |
|
|
2018
Q4 | $42K | Hold |
1,000
| – | – | 0.01% | 488 |
|
|
2018
Q3 | $54K | Hold |
1,000
| – | – | 0.02% | 469 |
|
|
2018
Q2 | $54K | Buy |
+1,000
| New | +$54K | 0.02% | 477 |
|