GAM
Grandview Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,178
| Closed | -$240K | – | 121 |
|
|
2022
Q2 | $240K | Sell |
4,178
-25
| -0.6% | -$1.44K | 0.13% | 114 |
|
|
2022
Q1 | $450K | Sell |
4,203
-150
| -3% | -$16.1K | 0.19% | 86 |
|
|
2021
Q4 | $663K | Buy |
+4,353
| New | +$663K | 0.27% | 74 |
|
|
2021
Q3 | – | Sell |
-4,733
| Closed | -$1.32M | – | 80 |
|
|
2021
Q2 | $1.32M | Sell |
4,733
-253
| -5% | -$70.7K | 0.73% | 37 |
|
|
2021
Q1 | $1.01M | Sell |
4,986
-508
| -9% | -$103K | 0.54% | 55 |
|
|
2020
Q4 | $1.22M | Sell |
5,494
-626
| -10% | -$139K | 0.8% | 40 |
|
|
2020
Q3 | $1.32M | Sell |
6,120
-239
| -4% | -$51.4K | 1.07% | 30 |
|
|
2020
Q2 | $1.1M | Buy |
+6,359
| New | +$1.1M | 0.96% | 37 |
|