Meritage Portfolio Management’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 |
-2,625
| Closed | -$281K | – | 316 |
|
|
2022
Q1 | $281K | Hold |
2,625
| – | – | 0.02% | 282 |
|
|
2021
Q4 | $400K | Hold |
2,625
| – | – | 0.02% | 228 |
|
|
2021
Q3 | $676K | Hold |
2,625
| – | – | 0.04% | 207 |
|
|
2021
Q2 | $734K | Hold |
2,625
| – | – | 0.04% | 211 |
|
|
2021
Q1 | $531K | Hold |
2,625
| – | – | 0.04% | 214 |
|
|
2020
Q4 | $584K | Buy |
2,625
+200
| +8% | +$44.5K | 0.04% | 201 |
|
|
2020
Q3 | $522K | Buy |
2,425
+300
| +14% | +$64.6K | 0.05% | 187 |
|
|
2020
Q2 | $366K | Buy |
+2,125
| New | +$366K | 0.04% | 183 |
|