CCFM
Clear Creek Financial Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,902
| Closed | -$242K | – | 483 |
|
|
2024
Q3 | $242K | Sell |
3,902
-976
| -20% | -$60.6K | 0.03% | 394 |
|
|
2024
Q2 | $261K | Sell |
4,878
-1,598
| -25% | -$85.5K | 0.03% | 362 |
|
|
2024
Q1 | $386K | Buy |
+6,476
| New | +$386K | 0.05% | 286 |
|
|
2023
Q2 | – | Sell |
-3,984
| Closed | -$232K | – | 330 |
|
|
2023
Q1 | $232K | Sell |
3,984
-140
| -3% | -$8.16K | 0.04% | 262 |
|
|
2022
Q4 | $229K | Sell |
4,124
-273
| -6% | -$15.1K | 0.05% | 246 |
|
|
2022
Q3 | $235K | Buy |
4,397
+95
| +2% | +$5.08K | 0.05% | 230 |
|
|
2022
Q2 | $247K | Sell |
4,302
-14,227
| -77% | -$817K | 0.05% | 241 |
|
|
2022
Q1 | $1.99M | Sell |
18,529
-2,500
| -12% | -$268K | 0.31% | 83 |
|
|
2021
Q4 | $3.2M | Buy |
+21,029
| New | +$3.2M | 0.48% | 48 |
|