NorthStar Asset Management (Pennsylvania)’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,500
| Closed | -$228K | – | 149 |
|
|
2021
Q4 | $228K | Buy |
1,500
+25
| +2% | +$3.8K | 0.05% | 141 |
|
|
2021
Q3 | $380K | Buy |
1,475
+25
| +2% | +$6.44K | 0.1% | 104 |
|
|
2021
Q2 | $405K | Buy |
1,450
+100
| +7% | +$27.9K | 0.11% | 102 |
|
|
2021
Q1 | $273K | Sell |
1,350
-350
| -21% | -$70.8K | 0.08% | 118 |
|
|
2020
Q4 | $378K | Hold |
1,700
| – | – | 0.11% | 101 |
|
|
2020
Q3 | $366K | Sell |
1,700
-150
| -8% | -$32.3K | 0.12% | 96 |
|
|
2020
Q2 | $319K | Buy |
+1,850
| New | +$319K | 0.11% | 99 |
|