HVM
Harvest Volatility Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,432
| Closed | -$576K | – | 135 |
|
|
2022
Q3 | $576K | Sell |
10,432
-286
| -3% | -$15.8K | 0.1% | 121 |
|
|
2022
Q2 | $615K | Sell |
10,718
-1,334
| -11% | -$76.5K | 0.1% | 122 |
|
|
2022
Q1 | $1.29M | Buy |
12,052
+62
| +0.5% | +$6.64K | 0.15% | 106 |
|
|
2021
Q4 | $1.83K | Buy |
11,990
+3,022
| +34% | +$460 | ﹤0.01% | 107 |
|
|
2021
Q3 | $2.31M | Buy |
8,968
+3,380
| +60% | +$870K | 0.11% | 60 |
|
|
2021
Q2 | $1.56M | Buy |
5,588
+1,540
| +38% | +$430K | 0.13% | 57 |
|
|
2021
Q1 | $820K | Buy |
4,048
+1,563
| +63% | +$317K | 0.08% | 86 |
|
|
2020
Q4 | $552K | Buy |
+2,485
| New | +$552K | 0.06% | 77 |
|