Berman Capital Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $906K | Buy |
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|
2021
Q2 | $972K | Buy |
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|
2021
Q1 | $662K | Buy |
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|
2020
Q4 | $719K | Buy |
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|
2020
Q3 | $553K | Sell |
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|
2020
Q2 | $870K | Buy |
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|
2020
Q1 | $464K | Buy |
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|
2019
Q4 | $367K | Hold |
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|
2019
Q3 | $306K | Buy |
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|
2019
Q2 | $238K | Buy |
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|
2019
Q1 | $148K | Buy |
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|
2018
Q4 | $25K | Sell |
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|
2018
Q3 | $280K | Buy |
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