MPM
DOCU

Meritage Portfolio Management’s DocuSign DOCU Stock Holding History

Meritage Portfolio Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% +$44.9K 0.04% 201
2020
Q3 		$522K Buy
2,425
+300
+14% +$62.3K 0.05% 187
2020
Q2 		$366K Buy
+2,125
New +$268K 0.04% 183

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