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 |
|