CPWM LLC’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,287
| Closed | -$589K | – | 353 |
|
|
2021
Q4 | $589K | Hold |
2,287
| – | – | 0.05% | 207 |
|
|
2021
Q3 | $589K | Buy |
2,287
+1
| +0% | +$258 | 0.05% | 168 |
|
|
2021
Q2 | $639K | Sell |
2,286
-2,436
| -52% | -$681K | 0.05% | 165 |
|
|
2021
Q1 | $956K | Sell |
4,722
-149
| -3% | -$30.2K | 0.08% | 149 |
|
|
2020
Q4 | $1.08M | Buy |
4,871
+1,778
| +57% | +$395K | 0.1% | 130 |
|
|
2020
Q3 | $666K | Buy |
3,093
+496
| +19% | +$107K | 0.07% | 157 |
|
|
2020
Q2 | $447K | Hold |
2,597
| – | – | 0.05% | 187 |
|
|
2020
Q1 | $240K | Buy |
+2,597
| New | +$240K | 0.04% | 204 |
|