PPSG
Princeton Portfolio Strategies Group’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2.2M | Sell |
7,865
-110
| -1% | -$30.8K | 0.43% | 56 |
|
|
2021
Q1 | $1.62M | Sell |
7,975
-240
| -3% | -$48.6K | 0.31% | 76 |
|
|
2020
Q4 | $1.83M | Hold |
8,215
| – | – | 0.36% | 65 |
|
|
2020
Q3 | $1.77M | Sell |
8,215
-4,590
| -36% | -$988K | 0.39% | 62 |
|
|
2020
Q2 | $2.21M | Hold |
12,805
| – | – | 0.53% | 51 |
|
|
2020
Q1 | $1.18M | Sell |
12,805
-60
| -0.5% | -$5.54K | 0.34% | 68 |
|
|
2019
Q4 | $953K | Sell |
12,865
-150
| -1% | -$11.1K | 0.22% | 90 |
|
|
2019
Q3 | $806K | Buy |
13,015
+7,585
| +140% | +$470K | 0.2% | 93 |
|
|
2019
Q2 | $270K | Buy |
+5,430
| New | +$270K | 0.07% | 133 |
|