NP
DOCU

NorthRock Partners’s DocuSign DOCU Stock Holding History

NorthRock Partners’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
-1,962
Closed -$210K – 317
2022
Q1 		$210K Sell
1,962
-430
-18% -$49.4K 0.02% 314
2021
Q4 		$364K Buy
2,392
+673
+39% +$153K 0.03% 210
2021
Q3 		$443K Buy
1,719
+15
+0.9% +$4.32K 0.04% 168
2021
Q2 		$476K Hold
1,704
– – 0.04% 145
2021
Q1 		$345K Buy
1,704
+125
+8% +$29K 0.03% 154
2020
Q4 		$351K Sell
1,579
-771
-33% -$173K 0.03% 157
2020
Q3 		$506K Sell
2,350
-19
-0.8% -$3.94K 0.06% 118
2020
Q2 		$408K Sell
2,369
-22
-0.9% -$2.77K 0.05% 131
2020
Q1 		$221K Buy
+2,391
New +$192K 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 +$210K 0.06% 91

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