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