CP
Castleview Partners’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,233
| Closed | -$111K | – | 273 |
|
|
2024
Q4 | $111K | Sell |
1,233
-156
| -11% | -$14.1K | 0.06% | 244 |
|
|
2024
Q3 | $86.3K | Buy |
1,389
+1,359
| +4,530% | +$84.4K | 0.05% | 248 |
|
|
2024
Q2 | $1.61K | Buy |
30
+20
| +200% | +$1.07K | ﹤0.01% | 764 |
|
|
2024
Q1 | $596 | Sell |
10
-759
| -99% | -$45.2K | ﹤0.01% | 828 |
|
|
2023
Q4 | $45.7K | Buy |
769
+759
| +7,590% | +$45.1K | 0.03% | 308 |
|
|
2023
Q3 | $420 | Sell |
10
-3,510
| -100% | -$147K | ﹤0.01% | 641 |
|
|
2023
Q2 | $180K | Buy |
3,520
+1,000
| +40% | +$51.1K | 0.16% | 125 |
|
|
2023
Q1 | $147K | Buy |
2,520
+22
| +0.9% | +$1.28K | 0.13% | 144 |
|
|
2022
Q4 | $138K | Buy |
2,498
+77
| +3% | +$4.27K | 0.13% | 141 |
|
|
2022
Q3 | $129K | Buy |
2,421
+2,417
| +60,425% | +$129K | 0.12% | 154 |
|
|
2022
Q2 | $981 | Sell |
4
-2,338
| -100% | -$573K | ﹤0.01% | 692 |
|
|
2022
Q1 | $250K | Sell |
2,342
-140,524
| -98% | -$15M | 0.16% | 134 |
|
|
2021
Q4 | $938 | Buy |
+142,866
| New | +$938 | 0.01% | 410 |
|