Edmond de Rothschild Holding’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-300
| Closed | -$16K | – | 792 |
|
2022
Q3 | $16K | Hold |
300
| – | – | ﹤0.01% | 747 |
|
2022
Q2 | $17K | Sell |
300
-9,000
| -97% | -$510K | ﹤0.01% | 735 |
|
2022
Q1 | $996K | Sell |
9,300
-2,278
| -20% | -$244K | 0.02% | 333 |
|
2021
Q4 | $1.76M | Buy |
11,578
+6,141
| +113% | +$936K | 0.04% | 312 |
|
2021
Q3 | $1.4M | Sell |
5,437
-53
| -1% | -$13.6K | 0.03% | 328 |
|
2021
Q2 | $1.54M | Sell |
5,490
-4,600
| -46% | -$1.29M | 0.04% | 316 |
|
2021
Q1 | $2.04M | Buy |
10,090
+9,306
| +1,187% | +$1.88M | 0.06% | 242 |
|
2020
Q4 | $174K | Sell |
784
-1,216
| -61% | -$270K | 0.01% | 457 |
|
2020
Q3 | $430K | Buy |
+2,000
| New | +$430K | 0.02% | 327 |
|