Chartwell Investment Partners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.73M | Hold |
27,791
| – | – | 0.06% | 301 |
|
|
2024
Q2 | $1.49M | Sell |
27,791
-15,944
| -36% | -$853K | 0.05% | 313 |
|
|
2024
Q1 | $2.6M | Hold |
43,735
| – | – | 0.09% | 263 |
|
|
2023
Q4 | $2.6M | Buy |
43,735
+4,886
| +13% | +$290K | 0.09% | 261 |
|
|
2023
Q3 | $1.63M | Hold |
38,849
| – | – | 0.06% | 294 |
|
|
2023
Q2 | $1.98M | Buy |
38,849
+12,394
| +47% | +$633K | 0.07% | 279 |
|
|
2023
Q1 | $1.54M | Buy |
+26,455
| New | +$1.54M | 0.06% | 304 |
|
|
2020
Q4 | – | Sell |
-2,508
| Closed | -$540K | – | 432 |
|
|
2020
Q3 | $540K | Buy |
2,508
+152
| +6% | +$32.7K | 0.02% | 388 |
|
|
2020
Q2 | $406K | Buy |
+2,356
| New | +$406K | 0.02% | 386 |
|