Moseley Investment 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 |
-3,980
| Closed | -$426K | – | 154 |
|
2022
Q1 | $426K | Sell |
3,980
-1,638
| -29% | -$175K | 0.23% | 105 |
|
2021
Q4 | $856K | Buy |
5,618
+1,473
| +36% | +$224K | 0.39% | 72 |
|
2021
Q3 | $1.07M | Buy |
4,145
+111
| +3% | +$28.6K | 0.53% | 63 |
|
2021
Q2 | $1.13M | Buy |
4,034
+290
| +8% | +$81.1K | 0.56% | 54 |
|
2021
Q1 | $758K | Buy |
3,744
+1,393
| +59% | +$282K | 0.42% | 71 |
|
2020
Q4 | $523K | Buy |
2,351
+631
| +37% | +$140K | 0.3% | 83 |
|
2020
Q3 | $370K | Buy |
+1,720
| New | +$370K | 0.26% | 90 |
|