Berkeley Capital Partners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,036
| Closed | -$267K | – | 142 |
|
|
2021
Q3 | $267K | Buy |
1,036
+42
| +4% | +$10.8K | 0.12% | 108 |
|
|
2021
Q2 | $278K | Buy |
+994
| New | +$278K | 0.12% | 108 |
|
|
2021
Q1 | – | Sell |
-1,283
| Closed | -$285K | – | 123 |
|
|
2020
Q4 | $285K | Sell |
1,283
-113
| -8% | -$25.1K | 0.15% | 91 |
|
|
2020
Q3 | $300K | Sell |
1,396
-1,551
| -53% | -$333K | 0.18% | 77 |
|
|
2020
Q2 | $508K | Sell |
2,947
-4,648
| -61% | -$801K | 0.31% | 54 |
|
|
2020
Q1 | $702K | Sell |
7,595
-2,814
| -27% | -$260K | 0.48% | 42 |
|
|
2019
Q4 | $771K | Sell |
10,409
-358
| -3% | -$26.5K | 0.39% | 54 |
|
|
2019
Q3 | $667K | Buy |
10,767
+316
| +3% | +$19.6K | 0.35% | 62 |
|
|
2019
Q2 | $520K | Sell |
10,451
-78
| -0.7% | -$3.88K | 0.24% | 78 |
|
|
2019
Q1 | $546K | Buy |
+10,529
| New | +$546K | 0.27% | 69 |
|