Pallas Capital Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Sell |
5,697
-260
| -4% | -$20.3K | 0.02% | 543 |
|
|
2025
Q1 | $485K | Sell |
5,957
-20
| -0.3% | -$1.63K | 0.02% | 473 |
|
|
2024
Q4 | $538K | Hold |
5,977
| – | – | 0.02% | 352 |
|
|
2024
Q3 | $422K | Buy |
+5,977
| New | +$422K | 0.02% | 395 |
|
|
2024
Q2 | – | Sell |
-9,462
| Closed | -$563K | – | 513 |
|
|
2024
Q1 | $563K | Buy |
+9,462
| New | +$563K | 0.02% | 267 |
|
|
2021
Q3 | – | Sell |
-921
| Closed | -$278K | – | 406 |
|
|
2021
Q2 | $278K | Buy |
+921
| New | +$278K | 0.04% | 255 |
|