Compagnie Lombard Odier SCmA’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,800
| Closed | -$92K | – | 601 |
|
|
2023
Q2 | $92K | Buy |
+1,800
| New | +$92K | ﹤0.01% | 355 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 679 |
|
|
2022
Q3 | – | Sell |
-250
| Closed | -$14K | – | 650 |
|
|
2022
Q2 | $14K | Hold |
250
| – | – | ﹤0.01% | 524 |
|
|
2022
Q1 | $27K | Hold |
250
| – | – | ﹤0.01% | 496 |
|
|
2021
Q4 | $38K | Hold |
250
| – | – | ﹤0.01% | 527 |
|
|
2021
Q3 | $64K | Buy |
+250
| New | +$64K | ﹤0.01% | 476 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 647 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 655 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 571 |
|
|
2020
Q3 | – | Sell |
-2,770
| Closed | -$477K | – | 525 |
|
|
2020
Q2 | $477K | Buy |
+2,770
| New | +$477K | 0.02% | 190 |
|
|
2020
Q1 | – | Sell |
-1,400
| Closed | -$104K | – | 522 |
|
|
2019
Q4 | $104K | Buy |
+1,400
| New | +$104K | ﹤0.01% | 304 |
|