Prelude Capital Management’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,078
Closed -$243K 1185
2024
Q1
$243K Sell
4,078
-552
-12% -$32.9K 0.01% 901
2023
Q4
$275K Sell
4,630
-616
-12% -$36.6K 0.02% 666
2023
Q3
$220K Buy
+5,246
New +$220K 0.01% 714
2023
Q1
Sell
-4,888
Closed -$271K 1144
2022
Q4
$271K Buy
+4,888
New +$271K 0.01% 721
2022
Q2
Hold
0
1622
2022
Q1
Hold
0
1604
2021
Q4
Sell
-1,625
Closed -$418K 1657
2021
Q3
$418K Buy
1,625
+489
+43% +$126K 0.01% 738
2021
Q2
$318K Buy
+1,136
New +$318K 0.01% 938
2021
Q1
Sell
-1,097
Closed -$244K 1172
2020
Q4
$244K Buy
1,097
+947
+631% +$211K 0.01% 594
2020
Q3
$32K Buy
+150
New +$32K ﹤0.01% 940
2020
Q2
Sell
-3,977
Closed -$367K 1397
2020
Q1
$367K Buy
3,977
+2,116
+114% +$195K 0.02% 195
2019
Q4
$138K Buy
1,861
+1,061
+133% +$78.7K 0.01% 638
2019
Q3
$50K Buy
+800
New +$50K ﹤0.01% 751