Coldstream Capital Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
3,424
+409
| +14% | +$31.9K | ﹤0.01% | 944 |
|
|
2025
Q1 | $245K | Buy |
+3,015
| New | +$245K | 0.01% | 904 |
|
|
2022
Q1 | – | Sell |
-1,375
| Closed | -$209K | – | 797 |
|
|
2021
Q4 | $209K | Buy |
1,375
+48
| +4% | +$7.3K | 0.01% | 789 |
|
|
2021
Q3 | $286K | Buy |
1,327
+316
| +31% | +$68.1K | 0.01% | 317 |
|
|
2021
Q2 | $283K | Sell |
1,011
-316
| -24% | -$88.5K | 0.01% | 405 |
|
|
2021
Q1 | $269K | Hold |
1,327
| – | – | 0.02% | 343 |
|
|
2020
Q4 | $295K | Buy |
1,327
+48
| +4% | +$10.7K | 0.02% | 296 |
|
|
2020
Q3 | $276K | Sell |
1,279
-3,573
| -74% | -$771K | 0.02% | 249 |
|
|
2020
Q2 | $836K | Sell |
4,852
-218
| -4% | -$37.6K | 0.08% | 151 |
|
|
2020
Q1 | $468K | Sell |
5,070
-119
| -2% | -$11K | 0.05% | 178 |
|
|
2019
Q4 | $385K | Buy |
5,189
+534
| +11% | +$39.6K | 0.03% | 231 |
|
|
2019
Q3 | $289K | Sell |
4,655
-130
| -3% | -$8.07K | 0.02% | 252 |
|
|
2019
Q2 | $238K | Sell |
4,785
-315
| -6% | -$15.7K | 0.02% | 279 |
|
|
2019
Q1 | $264K | Sell |
5,100
-269
| -5% | -$13.9K | 0.02% | 253 |
|
|
2018
Q4 | $215K | Buy |
+5,369
| New | +$215K | 0.02% | 286 |
|