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 |
|