Belpointe Asset Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,470
| Closed | -$85.7K | – | 1280 |
|
|
2023
Q1 | $85.7K | Buy |
1,470
+43
| +3% | +$2.51K | ﹤0.01% | 1396 |
|
|
2022
Q4 | $79.1K | Sell |
1,427
-731
| -34% | -$40.5K | ﹤0.01% | 1365 |
|
|
2022
Q3 | $115K | Buy |
2,158
+327
| +18% | +$17.4K | 0.01% | 1095 |
|
|
2022
Q2 | $106K | Sell |
1,831
-10,963
| -86% | -$635K | 0.01% | 1091 |
|
|
2022
Q1 | $1.37M | Buy |
12,794
+10,274
| +408% | +$1.1M | 0.08% | 251 |
|
|
2021
Q4 | $384K | Sell |
2,520
-444
| -15% | -$67.7K | 0.02% | 614 |
|
|
2021
Q3 | $763K | Sell |
2,964
-4,234
| -59% | -$1.09M | 0.05% | 382 |
|
|
2021
Q2 | $2.01M | Buy |
7,198
+3,588
| +99% | +$1M | 0.14% | 154 |
|
|
2021
Q1 | $731K | Sell |
3,610
-5,602
| -61% | -$1.13M | 0.06% | 312 |
|
|
2020
Q4 | $2.05M | Sell |
9,212
-2,965
| -24% | -$659K | 0.18% | 119 |
|
|
2020
Q3 | $2.62M | Sell |
12,177
-2,725
| -18% | -$587K | 0.29% | 77 |
|
|
2020
Q2 | $2.57M | Buy |
14,902
+3,518
| +31% | +$606K | 0.33% | 61 |
|
|
2020
Q1 | $1.05M | Sell |
11,384
-3,774
| -25% | -$348K | 0.18% | 127 |
|
|
2019
Q4 | $1.12M | Buy |
15,158
+5,541
| +58% | +$411K | 0.14% | 160 |
|
|
2019
Q3 | $596K | Buy |
+9,617
| New | +$596K | 0.1% | 231 |
|
|
2018
Q3 | – | Sell |
-8,056
| Closed | -$427K | – | 648 |
|
|
2018
Q2 | $427K | Buy |
+8,056
| New | +$427K | 0.12% | 197 |
|