WoodTrust Financial’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 |
-3,661
| Closed | -$211K | – | 143 |
|
2022
Q2 | $211K | Sell |
3,661
-5,250
| -59% | -$303K | 0.05% | 138 |
|
2022
Q1 | $955K | Buy |
8,911
+5,735
| +181% | +$615K | 0.19% | 75 |
|
2021
Q4 | $484K | Buy |
3,176
+230
| +8% | +$35.1K | 0.1% | 98 |
|
2021
Q3 | $759K | Buy |
2,946
+1,535
| +109% | +$395K | 0.18% | 71 |
|
2021
Q2 | $395K | Buy |
+1,411
| New | +$395K | 0.1% | 73 |
|
2021
Q1 | – | Sell |
-1,096
| Closed | -$244K | – | 107 |
|
2020
Q4 | $244K | Buy |
1,096
+11
| +1% | +$2.45K | 0.08% | 86 |
|
2020
Q3 | $234K | Sell |
1,085
-100
| -8% | -$21.6K | 0.08% | 88 |
|
2020
Q2 | $204K | Buy |
+1,185
| New | +$204K | 0.08% | 83 |
|