Fort Point Capital Partners’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,250
Closed -$269K 144
2020
Q3
$269K Sell
1,250
-1,886
-60% -$406K 0.07% 106
2020
Q2
$540K Sell
3,136
-1,150
-27% -$198K 0.17% 60
2020
Q1
$396K Sell
4,286
-3,000
-41% -$277K 0.17% 58
2019
Q4
$540K Hold
7,286
0.19% 57
2019
Q3
$451K Sell
7,286
-17,286
-70% -$1.07M 0.17% 64
2019
Q2
$1.22M Hold
24,572
0.48% 32
2019
Q1
$1.27M Sell
24,572
-25
-0.1% -$1.3K 0.56% 33
2018
Q4
$986K Buy
+24,597
New +$986K 0.4% 41