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Covenant Asset Management’s DocuSign DOCU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-6,847
Closed -$1.04M 137
2021
Q4
$1.04M Sell
6,847
-11,885
-63% -$1.81M 0.28% 73
2021
Q3
$4.82M Sell
18,732
-59
-0.3% -$15.2K 1.43% 15
2021
Q2
$5.25M Buy
18,791
+69
+0.4% +$19.3K 1.56% 14
2021
Q1
$3.79M Buy
+18,722
New +$3.79M 1.18% 19