BIA
Benchmark Investment Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,320
| Closed | -$391K | – | 96 |
|
|
2022
Q3 | $391K | Sell |
7,320
-1,475
| -17% | -$78.8K | 0.42% | 66 |
|
|
2022
Q2 | $505K | Sell |
8,795
-2,892
| -25% | -$166K | 0.53% | 62 |
|
|
2022
Q1 | $1.25M | Buy |
11,687
+2,725
| +30% | +$292K | 0.94% | 31 |
|
|
2021
Q4 | $1.37M | Buy |
+8,962
| New | +$1.37M | 1.13% | 29 |
|