Curi RMB Capital’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-18,329
| Closed | -$1.96M | – | 476 |
|
2022
Q1 | $1.96M | Buy |
18,329
+5,175
| +39% | +$554K | 0.06% | 198 |
|
2021
Q4 | $2M | Buy |
13,154
+2,302
| +21% | +$351K | 0.06% | 202 |
|
2021
Q3 | $2.79M | Buy |
10,852
+1,209
| +13% | +$311K | 0.09% | 173 |
|
2021
Q2 | $2.7M | Buy |
9,643
+4,120
| +75% | +$1.15M | 0.09% | 180 |
|
2021
Q1 | $1.12M | Buy |
5,523
+1,106
| +25% | +$224K | 0.04% | 249 |
|
2020
Q4 | $982K | Buy |
4,417
+1,769
| +67% | +$393K | 0.04% | 313 |
|
2020
Q3 | $570K | Buy |
+2,648
| New | +$570K | 0.02% | 400 |
|