NorthRock Partners’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 |
-1,962
| Closed | -$210K | – | 317 |
|
|
2022
Q1 | $210K | Sell |
1,962
-430
| -18% | -$46K | 0.02% | 314 |
|
|
2021
Q4 | $364K | Buy |
2,392
+673
| +39% | +$102K | 0.03% | 210 |
|
|
2021
Q3 | $443K | Buy |
1,719
+15
| +0.9% | +$3.87K | 0.04% | 166 |
|
|
2021
Q2 | $476K | Hold |
1,704
| – | – | 0.04% | 145 |
|
|
2021
Q1 | $345K | Buy |
1,704
+125
| +8% | +$25.3K | 0.03% | 154 |
|
|
2020
Q4 | $351K | Sell |
1,579
-771
| -33% | -$171K | 0.03% | 157 |
|
|
2020
Q3 | $506K | Sell |
2,350
-19
| -0.8% | -$4.09K | 0.06% | 118 |
|
|
2020
Q2 | $408K | Sell |
2,369
-22
| -0.9% | -$3.79K | 0.05% | 131 |
|
|
2020
Q1 | $221K | Buy |
+2,391
| New | +$221K | 0.03% | 175 |
|
|
2019
Q2 | – | Sell |
-5,000
| Closed | -$259K | – | 82 |
|
|
2019
Q1 | $259K | Hold |
5,000
| – | – | 0.07% | 68 |
|
|
2018
Q4 | $200K | Buy |
+5,000
| New | +$200K | 0.06% | 91 |
|