AA
Altman Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,277
| Closed | -$497K | – | 85 |
|
|
2021
Q4 | $497K | Sell |
4,277
-9,206
| -68% | -$1.07M | 0.3% | 67 |
|
|
2021
Q3 | $3.75M | Buy |
13,483
+52
| +0.4% | +$14.5K | 2.08% | 6 |
|
|
2021
Q2 | $4.12M | Buy |
13,431
+7,937
| +144% | +$2.43M | 2.33% | 5 |
|
|
2021
Q1 | $1.11M | Buy |
5,494
+2,599
| +90% | +$526K | 0.72% | 59 |
|
|
2020
Q4 | $644K | Buy |
2,895
+60
| +2% | +$13.3K | 0.4% | 66 |
|
|
2020
Q3 | $610K | Buy |
+2,835
| New | +$610K | 0.43% | 69 |
|