Lombard Odier Asset Management (USA)’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 |
-1,677
| Closed | -$255K | – | 231 |
|
2021
Q4 | $255K | Buy |
+1,677
| New | +$255K | 0.01% | 205 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 237 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 235 |
|
2021
Q1 | – | Sell |
-36,000
| Closed | -$8M | – | 261 |
|
2020
Q4 | $8M | Sell |
36,000
-4,000
| -10% | -$889K | 0.38% | 26 |
|
2020
Q3 | $8.61M | Sell |
40,000
-20,000
| -33% | -$4.31M | 0.56% | 16 |
|
2020
Q2 | $10.3M | Buy |
+60,000
| New | +$10.3M | 0.72% | 17 |
|