Marietta Investment Partners’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 |
-1,895
| Closed | -$289K | – | 183 |
|
2021
Q4 | $289K | Sell |
1,895
-3,746
| -66% | -$571K | 0.06% | 162 |
|
2021
Q3 | $1.45M | Sell |
5,641
-200
| -3% | -$51.5K | 0.33% | 70 |
|
2021
Q2 | $1.63M | Sell |
5,841
-650
| -10% | -$182K | 0.37% | 63 |
|
2021
Q1 | $1.31M | Buy |
6,491
+90
| +1% | +$18.2K | 0.32% | 64 |
|
2020
Q4 | $1.42M | Sell |
6,401
-30
| -0.5% | -$6.67K | 0.36% | 60 |
|
2020
Q3 | $1.38M | Buy |
6,431
+4,409
| +218% | +$949K | 0.42% | 52 |
|
2020
Q2 | $348K | Buy |
+2,022
| New | +$348K | 0.12% | 112 |
|