Nelson Capital Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$1.3M | 0.32% | 61 |
|
|
2022
Q1 | $4.61M | Sell |
43,002
-285
| -0.7% | -$30.5K | 0.9% | 37 |
|
|
2021
Q4 | $6.59M | Sell |
43,287
-2
| -0% | -$305 | 1.22% | 27 |
|
|
2021
Q3 | $11.1M | Sell |
43,289
-543
| -1% | -$140K | 2.22% | 11 |
|
|
2021
Q2 | $12.3M | Sell |
43,832
-5,438
| -11% | -$1.52M | 2.48% | 10 |
|
|
2021
Q1 | $9.98M | Sell |
49,270
-2,480
| -5% | -$502K | 2.13% | 10 |
|
|
2020
Q4 | $11.5M | Sell |
51,750
-10,151
| -16% | -$2.26M | 2.47% | 9 |
|
|
2020
Q3 | $13.3M | Sell |
61,901
-577
| -0.9% | -$124K | 2.33% | 10 |
|
|
2020
Q2 | $10.8M | Buy |
62,478
+34,354
| +122% | +$5.92M | 2.35% | 10 |
|
|
2020
Q1 | $2.6M | Buy |
+28,124
| New | +$2.6M | 0.7% | 46 |
|