CAAS
DOCU

Capital Asset Advisory Services’s DocuSign DOCU Stock Holding History

Capital Asset Advisory Services’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,959
Closed -$298K – 577
2021
Q4 		$298K Sell
1,959
-109
-5% -$24.9K 0.03% 326
2021
Q3 		$532K Buy
2,068
+50
+2% +$14.4K 0.06% 248
2021
Q2 		$564K Sell
2,018
-118
-6% -$26.4K 0.06% 235
2021
Q1 		$432K Sell
2,136
-1,873
-47% -$434K 0.06% 276
2020
Q4 		$891K Buy
4,009
+770
+24% +$173K 0.16% 112
2020
Q3 		$697K Sell
3,239
-652
-17% -$135K 0.15% 124
2020
Q2 		$746K Sell
3,891
-2,825
-42% -$356K 0.16% 119
2020
Q1 		$800K Buy
6,716
+1,102
+20% +$88.6K 0.21% 88
2019
Q4 		$479K Buy
+5,614
New +$386K 0.11% 177

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