Lee Capital Holdings’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-13,210
| Closed | -$2.01M | – | 57 |
|
2021
Q4 | $2.01M | Buy |
+13,210
| New | +$2.01M | 1.05% | 32 |
|
2021
Q1 | – | Sell |
-985
| Closed | -$219K | – | 96 |
|
2020
Q4 | $219K | Sell |
985
-4,200
| -81% | -$934K | 0.13% | 80 |
|
2020
Q3 | $1.12M | Buy |
+5,185
| New | +$1.12M | 0.65% | 42 |
|