Hillsdale Investment Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,440
| Closed | -$772K | – | 607 |
|
|
2024
Q3 | $772K | Buy |
12,440
+1,900
| +18% | +$118K | 0.06% | 275 |
|
|
2024
Q2 | $564K | Hold |
10,540
| – | – | 0.04% | 309 |
|
|
2024
Q1 | $628K | Sell |
10,540
-100
| -0.9% | -$5.96K | 0.05% | 268 |
|
|
2023
Q4 | $633K | Hold |
10,640
| – | – | 0.05% | 236 |
|
|
2023
Q3 | $447K | Buy |
10,640
+2,950
| +38% | +$124K | 0.04% | 299 |
|
|
2023
Q2 | $393K | Buy |
7,690
+7,500
| +3,947% | +$383K | 0.04% | 296 |
|
|
2023
Q1 | $11.1K | Buy |
+190
| New | +$11.1K | ﹤0.01% | 526 |
|
|
2022
Q2 | – | Sell |
-5,615
| Closed | -$602K | – | 563 |
|
|
2022
Q1 | $602K | Buy |
+5,615
| New | +$602K | 0.04% | 337 |
|