B
Bailard’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,519
| Closed | -$306K | – | 737 |
|
|
2022
Q4 | $306K | Hold |
5,519
| – | – | 0.01% | 508 |
|
|
2022
Q3 | $295K | Hold |
5,519
| – | – | 0.01% | 466 |
|
|
2022
Q2 | $317K | Hold |
5,519
| – | – | 0.01% | 471 |
|
|
2022
Q1 | $591K | Buy |
+5,519
| New | +$591K | 0.02% | 369 |
|
|
2021
Q4 | – | Sell |
-2,715
| Closed | -$699K | – | 737 |
|
|
2021
Q3 | $699K | Buy |
2,715
+90
| +3% | +$23.2K | 0.02% | 333 |
|
|
2021
Q2 | $734K | Sell |
2,625
-6,552
| -71% | -$1.83M | 0.03% | 324 |
|
|
2021
Q1 | $1.86M | Sell |
9,177
-5,120
| -36% | -$1.04M | 0.07% | 208 |
|
|
2020
Q4 | $3.18M | Buy |
14,297
+1,095
| +8% | +$243K | 0.14% | 123 |
|
|
2020
Q3 | $2.84M | Buy |
13,202
+1,287
| +11% | +$277K | 0.15% | 129 |
|
|
2020
Q2 | $2.05M | Buy |
11,915
+2,270
| +24% | +$391K | 0.11% | 144 |
|
|
2020
Q1 | $891K | Buy |
+9,645
| New | +$891K | 0.06% | 179 |
|