OCM
Orion Capital Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-66
| Closed | -$3.93K | – | 443 |
|
|
2024
Q1 | $3.93K | Hold |
66
| – | – | ﹤0.01% | 422 |
|
|
2023
Q4 | $3.92K | Buy |
+66
| New | +$3.92K | ﹤0.01% | 426 |
|
|
2022
Q1 | – | Sell |
-9,140
| Closed | -$1.39M | – | 402 |
|
|
2021
Q4 | $1.39M | Buy |
9,140
+30
| +0.3% | +$4.57K | 0.79% | 31 |
|
|
2021
Q3 | $2.35M | Sell |
9,110
-450
| -5% | -$116K | 1.42% | 19 |
|
|
2021
Q2 | $2.67M | Sell |
9,560
-600
| -6% | -$168K | 1.66% | 16 |
|
|
2021
Q1 | $2.06M | Sell |
10,160
-30
| -0.3% | -$6.07K | 1.44% | 19 |
|
|
2020
Q4 | $2.2M | Buy |
+10,190
| New | +$2.2M | 1.63% | 17 |
|