CP
DOCU

Castleview Partners’s DocuSign DOCU Stock Holding History

Castleview 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
2025
Q1 		– Sell
-1,233
Closed -$111K – 273
2024
Q4 		$111K Sell
1,233
-156
-11% -$12.5K 0.06% 244
2024
Q3 		$86.3K Buy
1,389
+1,359
+4,530% +$76.2K 0.05% 248
2024
Q2 		$1.6K Buy
30
+20
+200% +$1.13K ﹤0.01% 764
2024
Q1 		$596 Sell
10
-759
-99% -$42.9K ﹤0.01% 828
2023
Q4 		$45.7K Buy
769
+759
+7,590% +$34.8K 0.03% 308
2023
Q3 		$420 Sell
10
-3,510
-100% -$172K ﹤0.01% 641
2023
Q2 		$180K Buy
3,520
+1,000
+40% +$53K 0.16% 125
2023
Q1 		$147K Buy
2,520
+22
+0.9% +$1.31K 0.13% 144
2022
Q4 		$138K Buy
2,498
+77
+3% +$3.75K 0.13% 141
2022
Q3 		$129K Buy
2,421
+2,417
+60,425% +$152K 0.12% 154
2022
Q2 		$981 Sell
4
-2,338
-100% -$189K ﹤0.01% 692
2022
Q1 		$250K Sell
2,342
-140,524
-98% -$16.1M 0.16% 134
2021
Q4 		$938 Buy
+142,866
New +$32.6M 0.01% 410

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