Means Investment Company’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,701
Closed -$289K 193
2022
Q1
$289K Sell
2,701
-321
-11% -$34.3K 0.05% 157
2021
Q4
$460K Sell
3,022
-444
-13% -$67.6K 0.08% 121
2021
Q3
$892K Buy
3,466
+35
+1% +$9.01K 0.18% 86
2021
Q2
$959K Sell
3,431
-92
-3% -$25.7K 0.19% 79
2021
Q1
$713K Sell
3,523
-145
-4% -$29.3K 0.16% 90
2020
Q4
$940K Buy
3,668
+337
+10% +$86.4K 0.21% 72
2020
Q3
$772K Buy
3,331
+915
+38% +$212K 0.21% 74
2020
Q2
$463K Sell
2,416
-255
-10% -$48.9K 0.15% 90
2020
Q1
$272K Buy
+2,671
New +$272K 0.11% 104