Barbara Oil Co’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 |
-5,010
| Closed | -$763K | – | 86 |
|
|
2021
Q4 | $763K | Buy |
5,010
+2,505
| +100% | +$382K | 0.33% | 74 |
|
|
2021
Q3 | $645K | Hold |
2,505
| – | – | 0.3% | 77 |
|
|
2021
Q2 | $700K | Hold |
2,505
| – | – | 0.32% | 75 |
|
|
2021
Q1 | $507K | Hold |
2,505
| – | – | 0.24% | 77 |
|
|
2020
Q4 | $557K | Hold |
2,505
| – | – | 0.28% | 77 |
|
|
2020
Q3 | $539K | Buy |
2,505
+975
| +64% | +$210K | 0.29% | 76 |
|
|
2020
Q2 | $263K | Buy |
+1,530
| New | +$263K | 0.15% | 87 |
|
|
2018
Q4 | – | Sell |
-4,700
| Closed | -$247K | – | 85 |
|
|
2018
Q3 | $247K | Buy |
+4,700
| New | +$247K | 0.15% | 84 |
|