Breakline Capital’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-3,432
| Closed | -$959K | – | 30 |
|
2021
Q2 | $959K | Sell |
3,432
-4,019
| -54% | -$1.12M | 1.94% | 17 |
|
2021
Q1 | $1.51M | Sell |
7,451
-687
| -8% | -$139K | 0.92% | 32 |
|
2020
Q4 | $1.81M | Buy |
+8,138
| New | +$1.81M | 1.48% | 30 |
|
2020
Q3 | – | Sell |
-15,235
| Closed | -$2.62M | – | 45 |
|
2020
Q2 | $2.62M | Buy |
+15,235
| New | +$2.62M | 2.49% | 15 |
|