Algert Global’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,425
| Closed | -$263K | – | 1126 |
|
|
2023
Q4 | $263K | Sell |
4,425
-3,900
| -47% | -$232K | 0.01% | 962 |
|
|
2023
Q3 | $350K | Sell |
8,325
-5,964
| -42% | -$251K | 0.02% | 847 |
|
|
2023
Q2 | $730K | Hold |
14,289
| – | – | 0.03% | 727 |
|
|
2023
Q1 | $833K | Sell |
14,289
-5,260
| -27% | -$307K | 0.04% | 701 |
|
|
2022
Q4 | $1.08M | Buy |
19,549
+3,900
| +25% | +$216K | 0.06% | 540 |
|
|
2022
Q3 | $837K | Buy |
15,649
+2,924
| +23% | +$156K | 0.05% | 613 |
|
|
2022
Q2 | $730K | Buy |
12,725
+4,687
| +58% | +$269K | 0.05% | 605 |
|
|
2022
Q1 | $861K | Buy |
8,038
+2,126
| +36% | +$228K | 0.06% | 588 |
|
|
2021
Q4 | $900K | Buy |
5,912
+34
| +0.6% | +$5.18K | 0.11% | 307 |
|
|
2021
Q3 | $1.51M | Buy |
+5,878
| New | +$1.51M | 0.2% | 111 |
|