Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,125
Closed -$114K 248
2022
Q3
$114K Sell
2,125
-16
-0.7% -$1K 0.01% 213
2022
Q2
$123K Hold
2,141
0.01% 214
2022
Q1
$229K Sell
2,141
-23
-1% -$2.64K 0.01% 213
2021
Q4
$330K Sell
2,164
-7,936
-79% -$1.81M 0.01% 209
2021
Q3
$2.6M Sell
10,100
-331
-3% -$95.4K 0.09% 125
2021
Q2
$2.92M Buy
10,431
+4,381
+72% +$980K 0.11% 128
2021
Q1
$1.23M Buy
6,050
+1,039
+21% +$241K 0.04% 140
2020
Q4
$1.11M Buy
5,011
+418
+9% +$93.9K 0.04% 149
2020
Q3
$989K Buy
4,593
+3,551
+341% +$737K 0.04% 148
2020
Q2
$179K Buy
+1,042
New +$131K 0.01% 226
2019
Q3
Sell
-18,843
Closed -$937K 250
2019
Q2
$937K Buy
18,843
+2,953
+19% +$158K 0.04% 151
2019
Q1
$824K Buy
+15,890
New +$811K 0.03% 180

Other funds holding DOCU