Adell Harriman & Carpenter’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,141
| Closed | -$2.15M | – | 175 |
|
|
2021
Q4 | $2.15M | Sell |
14,141
-6,784
| -32% | -$1.03M | 0.2% | 90 |
|
|
2021
Q3 | $5.39M | Buy |
20,925
+3,090
| +17% | +$795K | 0.56% | 54 |
|
|
2021
Q2 | $4.99M | Buy |
17,835
+355
| +2% | +$99.2K | 0.52% | 62 |
|
|
2021
Q1 | $3.54M | Buy |
17,480
+5,400
| +45% | +$1.09M | 0.43% | 69 |
|
|
2020
Q4 | $2.69M | Buy |
12,080
+6,500
| +116% | +$1.44M | 0.35% | 73 |
|
|
2020
Q3 | $1.2M | Buy |
+5,580
| New | +$1.2M | 0.18% | 85 |
|