Abbrea Capital’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 |
-3,534
| Closed | -$203K | – | 219 |
|
2022
Q2 | $203K | Hold |
3,534
| – | – | 0.03% | 224 |
|
2022
Q1 | $379K | Sell |
3,534
-100
| -3% | -$10.7K | 0.05% | 186 |
|
2021
Q4 | $553K | Sell |
3,634
-345
| -9% | -$52.5K | 0.07% | 163 |
|
2021
Q3 | $1.02M | Buy |
3,979
+820
| +26% | +$211K | 0.15% | 110 |
|
2021
Q2 | $883K | Buy |
3,159
+55
| +2% | +$15.4K | 0.13% | 119 |
|
2021
Q1 | $628K | Hold |
3,104
| – | – | 0.1% | 137 |
|
2020
Q4 | $690K | Hold |
3,104
| – | – | 0.12% | 125 |
|
2020
Q3 | $668K | Hold |
3,104
| – | – | 0.14% | 111 |
|
2020
Q2 | $535K | Buy |
+3,104
| New | +$535K | 0.12% | 125 |
|