Intersect Capital’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$296K Sell
5,165
-23
-0.4% -$1.32K 0.09% 238
2022
Q1
$556K Sell
5,188
-1,892
-27% -$203K 0.11% 182
2021
Q4
$1.08M Sell
7,080
-1,185
-14% -$180K 0.2% 102
2021
Q3
$2.13M Buy
8,265
+101
+1% +$26K 0.36% 57
2021
Q2
$2.28M Sell
8,164
-37
-0.5% -$10.3K 0.4% 51
2021
Q1
$1.66M Sell
8,201
-347
-4% -$70.2K 0.34% 61
2020
Q4
$1.9M Sell
8,548
-764
-8% -$170K 0.42% 50
2020
Q3
$2M Buy
9,312
+1,434
+18% +$309K 0.54% 41
2020
Q2
$1.36M Buy
7,878
+648
+9% +$112K 0.44% 48
2020
Q1
$668K Buy
7,230
+84
+1% +$7.76K 0.27% 65
2019
Q4
$530K Hold
7,146
0.18% 91
2019
Q3
$442K Hold
7,146
0.17% 99
2019
Q2
$355K Hold
7,146
0.14% 118
2019
Q1
$370K Buy
+7,146
New +$370K 0.16% 101