Ellis Investment Partners’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 | – | 332 |
|
|
2022
Q3 | $16K | Hold |
300
| – | – | ﹤0.01% | 510 |
|
|
2022
Q2 | $17K | Buy |
300
+80
| +36% | +$4.53K | ﹤0.01% | 520 |
|
|
2022
Q1 | $23K | Buy |
220
+100
| +83% | +$10.5K | 0.01% | 505 |
|
|
2021
Q4 | $18K | Sell |
120
-20
| -14% | -$3K | ﹤0.01% | 550 |
|
|
2021
Q3 | $36K | Hold |
140
| – | – | 0.01% | 435 |
|
|
2021
Q2 | $39K | Hold |
140
| – | – | 0.01% | 428 |
|
|
2021
Q1 | $28K | Hold |
140
| – | – | 0.01% | 455 |
|
|
2020
Q4 | $31K | Buy |
140
+130
| +1,300% | +$28.8K | 0.01% | 433 |
|
|
2020
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 673 |
|
|
2020
Q2 | – | Sell |
-5
| Closed | – | – | 720 |
|
|
2020
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 726 |
|