KOCAA
Knights of Columbus Asset Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,775
| Closed | -$172K | – | 390 |
|
|
2024
Q3 | $172K | Sell |
2,775
-246
| -8% | -$15.3K | 0.01% | 319 |
|
|
2024
Q2 | $162K | Hold |
3,021
| – | – | 0.01% | 344 |
|
|
2024
Q1 | $180K | Hold |
3,021
| – | – | 0.01% | 319 |
|
|
2023
Q4 | $180K | Hold |
3,021
| – | – | 0.01% | 320 |
|
|
2023
Q3 | $127K | Hold |
3,021
| – | – | 0.01% | 333 |
|
|
2023
Q2 | $154K | Hold |
3,021
| – | – | 0.01% | 328 |
|
|
2023
Q1 | $176K | Hold |
3,021
| – | – | 0.02% | 305 |
|
|
2022
Q4 | $167K | Hold |
3,021
| – | – | 0.02% | 305 |
|
|
2022
Q3 | $162K | Sell |
3,021
-550
| -15% | -$29.5K | 0.02% | 286 |
|
|
2022
Q2 | $205K | Sell |
3,571
-4,338
| -55% | -$249K | 0.02% | 275 |
|
|
2022
Q1 | $847K | Sell |
7,909
-31
| -0.4% | -$3.32K | 0.07% | 233 |
|
|
2021
Q4 | $1.21M | Buy |
+7,940
| New | +$1.21M | 0.1% | 224 |
|