Jay A. Fishman Ltd’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,425
| Closed | -$608K | – | 100 |
|
|
2023
Q1 | $608K | Sell |
10,425
-1,300
| -11% | -$75.8K | 0.08% | 60 |
|
|
2022
Q4 | $650K | Sell |
11,725
-700
| -6% | -$38.8K | 0.09% | 57 |
|
|
2022
Q3 | $664K | Hold |
12,425
| – | – | 0.1% | 54 |
|
|
2022
Q2 | $713K | Hold |
12,425
| – | – | 0.1% | 57 |
|
|
2022
Q1 | $1.33M | Buy |
12,425
+5,070
| +69% | +$543K | 0.15% | 49 |
|
|
2021
Q4 | $1.12M | Sell |
7,355
-8,860
| -55% | -$1.35M | 0.12% | 52 |
|
|
2021
Q3 | $4.17M | Buy |
16,215
+4,310
| +36% | +$1.11M | 0.52% | 32 |
|
|
2021
Q2 | $3.33M | Buy |
11,905
+5,555
| +87% | +$1.55M | 0.41% | 35 |
|
|
2021
Q1 | $1.29M | Buy |
6,350
+3,800
| +149% | +$769K | 0.17% | 49 |
|
|
2020
Q4 | $567K | Hold |
2,550
| – | – | 0.08% | 63 |
|
|
2020
Q3 | $549K | Buy |
+2,550
| New | +$549K | 0.09% | 59 |
|