Harvey Capital Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,600
| Closed | -$243K | – | 80 |
|
2021
Q4 | $243K | Buy |
1,600
+85
| +6% | +$12.9K | 0.08% | 70 |
|
2021
Q3 | $390K | Buy |
1,515
+15
| +1% | +$3.86K | 0.13% | 67 |
|
2021
Q2 | $419K | Hold |
1,500
| – | – | 0.14% | 66 |
|
2021
Q1 | $303K | Hold |
1,500
| – | – | 0.11% | 74 |
|
2020
Q4 | $333K | Sell |
1,500
-75
| -5% | -$16.7K | 0.14% | 67 |
|
2020
Q3 | $339K | Sell |
1,575
-1,525
| -49% | -$328K | 0.15% | 64 |
|
2020
Q2 | $533K | Buy |
+3,100
| New | +$533K | 0.26% | 53 |
|