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 |
|