Chesley Taft & Associates’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,215
Closed -$270K 288
2020
Q4
$270K Sell
1,215
-6,765
-85% -$1.5M 0.02% 264
2020
Q3
$1.72M Sell
7,980
-1,710
-18% -$368K 0.12% 125
2020
Q2
$1.67M Buy
+9,690
New +$1.67M 0.13% 123