Gladstone Institutional Advisory’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 |
-6,359
| Closed | -$325K | – | 633 |
|
|
2023
Q2 | $325K | Sell |
6,359
-22,918
| -78% | -$1.17M | 0.02% | 508 |
|
|
2023
Q1 | $1.71M | Buy |
29,277
+13,032
| +80% | +$760K | 0.11% | 213 |
|
|
2022
Q4 | $900K | Sell |
16,245
-4,250
| -21% | -$236K | 0.06% | 295 |
|
|
2022
Q3 | $1.1M | Buy |
20,495
+7,385
| +56% | +$395K | 0.09% | 254 |
|
|
2022
Q2 | $752K | Buy |
13,110
+10,029
| +326% | +$575K | 0.06% | 329 |
|
|
2022
Q1 | $330K | Buy |
3,081
+913
| +42% | +$97.8K | 0.02% | 525 |
|
|
2021
Q4 | $330K | Sell |
2,168
-5,300
| -71% | -$807K | 0.03% | 453 |
|
|
2021
Q3 | $1.92M | Buy |
7,468
+5,461
| +272% | +$1.41M | 0.19% | 144 |
|
|
2021
Q2 | $561K | Sell |
2,007
-188
| -9% | -$52.6K | 0.07% | 274 |
|
|
2021
Q1 | $444K | Sell |
2,195
-1,037
| -32% | -$210K | 0.07% | 253 |
|
|
2020
Q4 | $718K | Buy |
3,232
+92
| +3% | +$20.4K | 0.14% | 129 |
|
|
2020
Q3 | $676K | Sell |
3,140
-1,961
| -38% | -$422K | 0.16% | 122 |
|
|
2020
Q2 | $878K | Buy |
+5,101
| New | +$878K | 0.22% | 91 |
|