CCP
DOCU

Carmel Capital Partners’s DocuSign DOCU Stock Holding History

Carmel Capital Partners’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
2024
Q1 		– Sell
-9,455
Closed -$562K – 160
2023
Q4 		$562K Sell
9,455
-950
-9% -$43.6K 0.29% 69
2023
Q3 		$437K Sell
10,405
-2,025
-16% -$99.3K 0.2% 83
2023
Q2 		$635K Buy
12,430
+6,610
+114% +$350K 0.33% 65
2023
Q1 		$339K Buy
5,820
+288
+5% +$17.2K 0.2% 87
2022
Q4 		$307K Sell
5,532
-958
-15% -$46.6K 0.21% 97
2022
Q3 		$347K Buy
6,490
+2,732
+73% +$171K 0.34% 70
2022
Q2 		$216K Sell
3,758
-470
-11% -$38K 0.2% 103
2022
Q1 		$453K Buy
4,228
+1,383
+49% +$159K 0.38% 66
2021
Q4 		$433K Buy
+2,845
New +$649K 0.32% 64

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