OAM
Optimal Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.73M | Buy |
14,506
+44
| +0.3% | +$11.3K | 0.47% | 70 |
|
|
2021
Q2 | $4.04M | Hold |
14,462
| – | – | 0.48% | 69 |
|
|
2021
Q1 | $2.93M | Buy |
14,462
+7,000
| +94% | +$1.42M | 0.38% | 94 |
|
|
2020
Q4 | $1.66M | Sell |
7,462
-4
| -0.1% | -$889 | 0.24% | 144 |
|
|
2020
Q3 | $1.61M | Buy |
7,466
+3,431
| +85% | +$738K | 0.23% | 142 |
|
|
2020
Q2 | $695K | Buy |
+4,035
| New | +$695K | 0.11% | 277 |
|