CMF
Counterpoint Mutual Funds’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,006
| Closed | -$238K | – | 181 |
|
|
2023
Q4 | $238K | Sell |
4,006
-1,799
| -31% | -$107K | 0.09% | 36 |
|
|
2023
Q3 | $244K | Buy |
5,805
+3,394
| +141% | +$143K | 0.2% | 20 |
|
|
2023
Q2 | $123K | Buy |
2,411
+571
| +31% | +$29.2K | 0.11% | 151 |
|
|
2023
Q1 | $107K | Buy |
+1,840
| New | +$107K | 0.09% | 208 |
|