Jacobi Capital Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-245
| Closed | -$63K | – | 630 |
|
|
2021
Q3 | $63K | Hold |
245
| – | – | 0.01% | 605 |
|
|
2021
Q2 | $68K | Hold |
245
| – | – | 0.01% | 554 |
|
|
2021
Q1 | $50K | Hold |
245
| – | – | 0.01% | 573 |
|
|
2020
Q4 | $54K | Buy |
245
+20
| +9% | +$4.41K | 0.01% | 518 |
|
|
2020
Q3 | $48K | Buy |
225
+125
| +125% | +$26.7K | 0.01% | 509 |
|
|
2020
Q2 | $17K | Buy |
100
+50
| +100% | +$8.5K | ﹤0.01% | 674 |
|
|
2020
Q1 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 809 |
|