CAM
Close Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Hold |
125
| – | – | ﹤0.01% | 218 |
|
|
2025
Q1 | $10K | Buy |
+125
| New | +$10K | ﹤0.01% | 214 |
|
|
2021
Q4 | – | Sell |
-70
| Closed | -$18K | – | 208 |
|
|
2021
Q3 | $18K | Hold |
70
| – | – | ﹤0.01% | 171 |
|
|
2021
Q2 | $20K | Hold |
70
| – | – | ﹤0.01% | 156 |
|
|
2021
Q1 | $14K | Buy |
+70
| New | +$14K | ﹤0.01% | 171 |
|