CCS
Concentric Capital Strategies’s DocuSign DOCU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-53,884
| Closed | -$3.35M | – | 280 |
|
2024
Q3 | $3.35M | Sell |
53,884
-94,217
| -64% | -$5.85M | 0.14% | 125 |
|
2024
Q2 | $7.92M | Buy |
148,101
+56,450
| +62% | +$3.02M | 0.4% | 40 |
|
2024
Q1 | $5.46M | Buy |
91,651
+5,535
| +6% | +$330K | 0.31% | 70 |
|
2023
Q4 | $5.12M | Buy |
+86,116
| New | +$5.12M | 0.58% | 43 |
|