CGL
Clarius Group LLC’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,202
| Closed | -$963K | – | 490 |
|
|
2023
Q4 | $963K | Buy |
+16,202
| New | +$963K | 0.08% | 129 |
|
|
2022
Q4 | – | Sell |
-3,974
| Closed | -$212K | – | 523 |
|
|
2022
Q3 | $212K | Sell |
3,974
-127
| -3% | -$6.78K | 0.02% | 440 |
|
|
2022
Q2 | $235K | Buy |
4,101
+1,836
| +81% | +$105K | 0.02% | 401 |
|
|
2022
Q1 | $345K | Hold |
2,265
| – | – | 0.03% | 325 |
|
|
2021
Q4 | $345K | Sell |
2,265
-271
| -11% | -$41.3K | 0.03% | 325 |
|
|
2021
Q3 | $653K | Buy |
2,536
+402
| +19% | +$104K | 0.06% | 174 |
|
|
2021
Q2 | $597K | Hold |
2,134
| – | – | 0.05% | 181 |
|
|
2021
Q1 | $432K | Sell |
2,134
-248
| -10% | -$50.2K | 0.04% | 218 |
|
|
2020
Q4 | $530K | Buy |
2,382
+995
| +72% | +$221K | 0.06% | 169 |
|
|
2020
Q3 | $299K | Buy |
+1,387
| New | +$299K | 0.04% | 214 |
|