Logan Capital Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-80
| Closed | -$5K | – | 509 |
|
|
2022
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 464 |
|
|
2022
Q1 | $9K | Hold |
80
| – | – | ﹤0.01% | 446 |
|
|
2021
Q4 | $12K | Hold |
80
| – | – | ﹤0.01% | 446 |
|
|
2021
Q3 | $21K | Buy |
80
+40
| +100% | +$10.5K | ﹤0.01% | 421 |
|
|
2021
Q2 | $11K | Buy |
+40
| New | +$11K | ﹤0.01% | 447 |
|