Geneva Partners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,480
| Closed | -$2.18M | – | 101 |
|
|
2021
Q3 | $2.18M | Buy |
8,480
+1,820
| +27% | +$469K | 1.03% | 35 |
|
|
2021
Q2 | $1.86M | Sell |
6,660
-3,900
| -37% | -$1.09M | 0.85% | 37 |
|
|
2021
Q1 | $2.14M | Sell |
10,560
-255
| -2% | -$51.6K | 1.11% | 33 |
|
|
2020
Q4 | $2.4M | Sell |
10,815
-5,390
| -33% | -$1.2M | 1.27% | 28 |
|
|
2020
Q3 | $3.49M | Sell |
16,205
-5,952
| -27% | -$1.28M | 2.13% | 17 |
|
|
2020
Q2 | $3.82M | Buy |
22,157
+1,440
| +7% | +$248K | 2.68% | 12 |
|
|
2020
Q1 | $1.91M | Buy |
+20,717
| New | +$1.91M | 2.72% | 15 |
|