Carmel Capital Partners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,455
| Closed | -$562K | – | 159 |
|
|
2023
Q4 | $562K | Sell |
9,455
-950
| -9% | -$56.5K | 0.29% | 69 |
|
|
2023
Q3 | $437K | Sell |
10,405
-2,025
| -16% | -$85.1K | 0.2% | 83 |
|
|
2023
Q2 | $635K | Buy |
12,430
+6,610
| +114% | +$338K | 0.33% | 65 |
|
|
2023
Q1 | $339K | Buy |
5,820
+288
| +5% | +$16.8K | 0.2% | 87 |
|
|
2022
Q4 | $307K | Sell |
5,532
-958
| -15% | -$53.1K | 0.21% | 97 |
|
|
2022
Q3 | $347K | Buy |
6,490
+2,732
| +73% | +$146K | 0.34% | 70 |
|
|
2022
Q2 | $216K | Sell |
3,758
-470
| -11% | -$27K | 0.2% | 103 |
|
|
2022
Q1 | $453K | Buy |
4,228
+1,383
| +49% | +$148K | 0.38% | 66 |
|
|
2021
Q4 | $433K | Buy |
+2,845
| New | +$433K | 0.32% | 64 |
|