Berman Capital Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $906K | Buy |
3,523
+42
| +1% | +$10.8K | 0.14% | 79 |
|
|
2021
Q2 | $972K | Buy |
3,481
+203
| +6% | +$56.7K | 0.15% | 68 |
|
|
2021
Q1 | $662K | Buy |
3,278
+39
| +1% | +$7.88K | 0.14% | 78 |
|
|
2020
Q4 | $719K | Buy |
3,239
+666
| +26% | +$148K | 0.17% | 61 |
|
|
2020
Q3 | $553K | Sell |
2,573
-2,488
| -49% | -$535K | 0.16% | 69 |
|
|
2020
Q2 | $870K | Buy |
5,061
+30
| +0.6% | +$5.16K | 0.23% | 53 |
|
|
2020
Q1 | $464K | Buy |
5,031
+75
| +2% | +$6.92K | 0.15% | 66 |
|
|
2019
Q4 | $367K | Hold |
4,956
| – | – | 0.11% | 88 |
|
|
2019
Q3 | $306K | Buy |
4,956
+149
| +3% | +$9.2K | 0.1% | 100 |
|
|
2019
Q2 | $238K | Buy |
4,807
+1,952
| +68% | +$96.6K | 0.08% | 116 |
|
|
2019
Q1 | $148K | Buy |
2,855
+2,211
| +343% | +$115K | 0.05% | 151 |
|
|
2018
Q4 | $25K | Sell |
644
-4,687
| -88% | -$182K | 0.01% | 343 |
|
|
2018
Q3 | $280K | Buy |
+5,331
| New | +$280K | 0.12% | 82 |
|