Oak Ridge Investments’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 |
-3,749
| Closed | -$571K | – | 161 |
|
2021
Q4 | $571K | Sell |
3,749
-281
| -7% | -$42.8K | 0.05% | 158 |
|
2021
Q3 | $1.04M | Sell |
4,030
-34
| -0.8% | -$8.75K | 0.09% | 140 |
|
2021
Q2 | $1.14M | Buy |
4,064
+58
| +1% | +$16.2K | 0.1% | 135 |
|
2021
Q1 | $811K | Sell |
4,006
-762
| -16% | -$154K | 0.08% | 144 |
|
2020
Q4 | $1.06M | Sell |
4,768
-130
| -3% | -$28.9K | 0.09% | 144 |
|
2020
Q3 | $1.05M | Buy |
4,898
+1,552
| +46% | +$334K | 0.08% | 135 |
|
2020
Q2 | $576K | Buy |
+3,346
| New | +$576K | 0.05% | 156 |
|