Chase Investment Counsel’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-11,211
| Closed | -$2.27M | – | 108 |
|
|
2021
Q1 | $2.27M | Sell |
11,211
-8,766
| -44% | -$1.77M | 1.04% | 43 |
|
|
2020
Q4 | $4.44M | Sell |
19,977
-180
| -0.9% | -$40K | 1.96% | 16 |
|
|
2020
Q3 | $4.34M | Sell |
20,157
-2,525
| -11% | -$543K | 2.16% | 11 |
|
|
2020
Q2 | $3.91M | Sell |
22,682
-18,442
| -45% | -$3.18M | 1.98% | 10 |
|
|
2020
Q1 | $3.8M | Buy |
+41,124
| New | +$3.8M | 2.56% | 14 |
|