OCM
Osterweis Capital Management’s DocuSign DOCU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,500
| Closed | -$89.3K | – | 198 |
|
2024
Q1 | $89.3K | Hold |
1,500
| – | – | 0.01% | 155 |
|
2023
Q4 | $89.2K | Hold |
1,500
| – | – | 0.01% | 152 |
|
2023
Q3 | $63K | Hold |
1,500
| – | – | ﹤0.01% | 159 |
|
2023
Q2 | $76.6K | Buy |
+1,500
| New | +$76.6K | 0.01% | 159 |
|