Proficio Capital Partners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,826
| Closed | -$245K | – | 310 |
|
|
2023
Q3 | $245K | Sell |
5,826
-274
| -4% | -$11.5K | 0.03% | 252 |
|
|
2023
Q2 | $312K | Sell |
6,100
-151
| -2% | -$7.72K | 0.04% | 209 |
|
|
2023
Q1 | $364K | Sell |
6,251
-410
| -6% | -$23.9K | 0.06% | 186 |
|
|
2022
Q4 | $371K | Buy |
6,661
+659
| +11% | +$36.7K | 0.07% | 165 |
|
|
2022
Q3 | $326K | Buy |
6,002
+17
| +0.3% | +$923 | 0.06% | 169 |
|
|
2022
Q2 | $343K | Buy |
5,985
+314
| +6% | +$18K | 0.06% | 169 |
|
|
2022
Q1 | $606K | Buy |
5,671
+2,982
| +111% | +$319K | 0.09% | 117 |
|
|
2021
Q4 | $410K | Buy |
+2,689
| New | +$410K | 0.06% | 167 |
|
|
2019
Q3 | – | Sell |
-2,029
| Closed | -$101K | – | 515 |
|
|
2019
Q2 | $101K | Buy |
2,029
+29
| +1% | +$1.44K | 0.03% | 206 |
|
|
2019
Q1 | $104K | Buy |
+2,000
| New | +$104K | 0.04% | 192 |
|