Wintrust Investments’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,677
| Closed | -$211K | – | 393 |
|
|
2022
Q2 | $211K | Buy |
3,677
+60
| +2% | +$3.44K | 0.03% | 354 |
|
|
2022
Q1 | $387K | Buy |
3,617
+379
| +12% | +$40.6K | 0.04% | 287 |
|
|
2021
Q4 | $493K | Sell |
3,238
-217
| -6% | -$33K | 0.05% | 265 |
|
|
2021
Q3 | $889K | Sell |
3,455
-310
| -8% | -$79.8K | 0.12% | 132 |
|
|
2021
Q2 | $1.05M | Sell |
3,765
-33
| -0.9% | -$9.23K | 0.11% | 155 |
|
|
2021
Q1 | $769K | Sell |
3,798
-10
| -0.3% | -$2.03K | 0.08% | 201 |
|
|
2020
Q4 | $847K | Buy |
3,808
+366
| +11% | +$81.4K | 0.24% | 76 |
|
|
2020
Q3 | $741K | Sell |
3,442
-2,140
| -38% | -$461K | 0.1% | 149 |
|
|
2020
Q2 | $867K | Buy |
5,582
+1,225
| +28% | +$190K | 0.12% | 131 |
|
|
2020
Q1 | $403K | Buy |
4,357
+788
| +22% | +$72.9K | 0.07% | 201 |
|
|
2019
Q4 | $264K | Sell |
3,569
-2,706
| -43% | -$200K | 0.04% | 298 |
|
|
2019
Q3 | $361K | Buy |
+6,275
| New | +$361K | 0.05% | 256 |
|