NCM
DOCU

Nelson Capital Management’s DocuSign DOCU Stock Holding History

Nelson Capital 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
Q4 		– Sell
-20,424
Closed -$1.09M – 96
2022
Q3 		$1.09M Hold
20,424
– – 0.32% 62
2022
Q2 		$1.17M Sell
20,424
-22,578
-53% -$1.83M 0.32% 61
2022
Q1 		$4.61M Sell
43,002
-285
-0.7% -$32.7K 0.9% 37
2021
Q4 		$6.59M Sell
43,287
-2
-0% -$456 1.22% 27
2021
Q3 		$11.1M Sell
43,289
-543
-1% -$156K 2.22% 11
2021
Q2 		$12.3M Sell
43,832
-5,438
-11% -$1.22M 2.48% 10
2021
Q1 		$9.97M Sell
49,270
-2,480
-5% -$575K 2.13% 10
2020
Q4 		$11.5M Sell
51,750
-10,151
-16% -$2.28M 2.47% 9
2020
Q3 		$13.3M Sell
61,901
-577
-0.9% -$120K 2.33% 10
2020
Q2 		$10.8M Buy
62,478
+34,354
+122% +$4.33M 2.35% 10
2020
Q1 		$2.6M Buy
+28,124
New +$2.26M 0.7% 46

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