First Manhattan’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-625
| Closed | -$36.4K | – | 1457 |
|
2023
Q1 | $36.4K | Sell |
625
-25
| -4% | -$1.46K | ﹤0.01% | 985 |
|
2022
Q4 | $36K | Hold |
650
| – | – | ﹤0.01% | 999 |
|
2022
Q3 | $34K | Sell |
650
-1,500
| -70% | -$78.5K | ﹤0.01% | 991 |
|
2022
Q2 | $123K | Hold |
2,150
| – | – | ﹤0.01% | 802 |
|
2022
Q1 | $230K | Buy |
2,150
+1,625
| +310% | +$174K | ﹤0.01% | 737 |
|
2021
Q4 | $79K | Sell |
525
-650
| -55% | -$97.8K | ﹤0.01% | 905 |
|
2021
Q3 | $302K | Buy |
1,175
+150
| +15% | +$38.6K | ﹤0.01% | 663 |
|
2021
Q2 | $286K | Hold |
1,025
| – | – | ﹤0.01% | 669 |
|
2021
Q1 | $207K | Hold |
1,025
| – | – | ﹤0.01% | 697 |
|
2020
Q4 | $227K | Hold |
1,025
| – | – | ﹤0.01% | 645 |
|
2020
Q3 | $220K | Buy |
1,025
+975
| +1,950% | +$209K | ﹤0.01% | 639 |
|
2020
Q2 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 1185 |
|