BFIC
Bedell Frazier Investment Counselling’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-19,434
| Closed | -$2.08M | – | 85 |
|
|
2022
Q1 | $2.08M | Buy |
19,434
+360
| +2% | +$38.5K | 0.53% | 45 |
|
|
2021
Q4 | $2.91M | Sell |
19,074
-5,983
| -24% | -$911K | 0.71% | 42 |
|
|
2021
Q3 | $6.45M | Buy |
25,057
+293
| +1% | +$75.4K | 1.77% | 22 |
|
|
2021
Q2 | $6.92M | Sell |
24,764
-3,440
| -12% | -$962K | 1.75% | 21 |
|
|
2021
Q1 | $5.71M | Buy |
+28,204
| New | +$5.71M | 1.61% | 29 |
|