QIM
Quest Investment Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-26,492
| Closed | -$4.04M | – | 95 |
|
|
2021
Q4 | $4.04M | Sell |
26,492
-26,813
| -50% | -$4.08M | 0.34% | 65 |
|
|
2021
Q3 | $13.7M | Buy |
53,305
+1,567
| +3% | +$403K | 1.26% | 41 |
|
|
2021
Q2 | $14.5M | Sell |
51,738
-29,154
| -36% | -$8.15M | 1.31% | 30 |
|
|
2021
Q1 | $16.4M | Buy |
+80,892
| New | +$16.4M | 1.5% | 21 |
|