Arthur M. Cohen & Associates’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 |
-3,513
| Closed | -$535K | – | 143 |
|
|
2021
Q4 | $535K | Buy |
3,513
+70
| +2% | +$10.7K | 0.1% | 101 |
|
|
2021
Q3 | $886K | Buy |
3,443
+55
| +2% | +$14.2K | 0.18% | 69 |
|
|
2021
Q2 | $947K | Hold |
3,388
| – | – | 0.18% | 70 |
|
|
2021
Q1 | $686K | Buy |
3,388
+70
| +2% | +$14.2K | 0.16% | 83 |
|
|
2020
Q4 | $737K | Buy |
3,318
+305
| +10% | +$67.7K | 0.17% | 78 |
|
|
2020
Q3 | $649K | Buy |
+3,013
| New | +$649K | 0.17% | 74 |
|