Ergoteles’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-22,433
| Closed | -$1.15M | – | 271 |
|
|
2023
Q2 | $1.15M | Buy |
22,433
+14,410
| +180% | +$736K | 0.06% | 428 |
|
|
2023
Q1 | $468K | Sell |
8,023
-63,313
| -89% | -$3.69M | 0.02% | 758 |
|
|
2022
Q4 | $3.95M | Buy |
+71,336
| New | +$3.95M | 0.15% | 143 |
|
|
2022
Q1 | – | Sell |
-80,214
| Closed | -$12.2M | – | 1312 |
|
|
2021
Q4 | $12.2M | Sell |
80,214
-45,858
| -36% | -$6.98M | 0.47% | 46 |
|
|
2021
Q3 | $32.5M | Buy |
126,072
+101,666
| +417% | +$26.2M | 1.19% | 11 |
|
|
2021
Q2 | $6.82M | Buy |
+24,406
| New | +$6.82M | 0.16% | 178 |
|
|
2021
Q1 | – | Sell |
-96,983
| Closed | -$21.6M | – | 853 |
|
|
2020
Q4 | $21.6M | Buy |
+96,983
| New | +$21.6M | 0.71% | 33 |
|