DAM
Doheny Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,774
| Closed | -$879K | – | 86 |
|
|
2021
Q4 | $879K | Sell |
5,774
-357
| -6% | -$54.3K | 0.62% | 47 |
|
|
2021
Q3 | $1.58M | Sell |
6,131
-2
| -0% | -$515 | 1.13% | 29 |
|
|
2021
Q2 | $1.72M | Sell |
6,133
-90
| -1% | -$25.2K | 1.1% | 32 |
|
|
2021
Q1 | $1.26M | Sell |
6,223
-420
| -6% | -$85K | 0.85% | 41 |
|
|
2020
Q4 | $1.48M | Sell |
6,643
-47
| -0.7% | -$10.5K | 1.03% | 32 |
|
|
2020
Q3 | $1.44M | Sell |
6,690
-965
| -13% | -$208K | 1.19% | 28 |
|
|
2020
Q2 | $1.32M | Sell |
7,655
-695
| -8% | -$120K | 1.25% | 27 |
|
|
2020
Q1 | $619K | Hold |
8,350
| – | – | 0.49% | 56 |
|
|
2019
Q4 | $619K | Buy |
+8,350
| New | +$619K | 0.49% | 56 |
|