Carnegie Investment Counsel’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,006
Closed -$215K 480
2022
Q1
$215K Sell
2,006
-5,666
-74% -$607K 0.01% 458
2021
Q4
$1.17M Buy
7,672
+673
+10% +$103K 0.04% 256
2021
Q3
$1.8M Buy
6,999
+49
+0.7% +$12.6K 0.07% 192
2021
Q2
$1.94M Buy
6,950
+235
+3% +$65.7K 0.07% 190
2021
Q1
$1.36M Buy
6,715
+1,075
+19% +$218K 0.06% 219
2020
Q4
$1.25M Sell
5,640
-5
-0.1% -$1.11K 0.06% 215
2020
Q3
$1.22M Buy
+5,645
New +$1.22M 0.06% 200