RHBC
R.H. Bluestein & Co’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,525
| Closed | -$270K | – | 371 |
|
|
2022
Q1 | $270K | Sell |
2,525
-230
| -8% | -$24.6K | 0.01% | 320 |
|
|
2021
Q4 | $420K | Buy |
2,755
+5
| +0.2% | +$762 | 0.02% | 238 |
|
|
2021
Q3 | $708K | Sell |
2,750
-1,025
| -27% | -$264K | 0.03% | 160 |
|
|
2021
Q2 | $1.06M | Buy |
3,775
+765
| +25% | +$214K | 0.04% | 114 |
|
|
2021
Q1 | $609K | Sell |
3,010
-335
| -10% | -$67.8K | 0.03% | 179 |
|
|
2020
Q4 | $744K | Buy |
3,345
+160
| +5% | +$35.6K | 0.03% | 132 |
|
|
2020
Q3 | $686K | Sell |
3,185
-190
| -6% | -$40.9K | 0.03% | 124 |
|
|
2020
Q2 | $581K | Sell |
3,375
-1,625
| -33% | -$280K | 0.03% | 132 |
|
|
2020
Q1 | $462K | Hold |
5,000
| – | – | 0.04% | 125 |
|
|
2019
Q4 | $371K | Hold |
5,000
| – | – | 0.02% | 220 |
|
|
2019
Q3 | $310K | Sell |
5,000
-2,000
| -29% | -$124K | 0.02% | 234 |
|
|
2019
Q2 | $348K | Hold |
7,000
| – | – | 0.02% | 202 |
|
|
2019
Q1 | $363K | Sell |
7,000
-2,000
| -22% | -$104K | 0.02% | 179 |
|
|
2018
Q4 | $361K | Sell |
9,000
-3,150
| -26% | -$126K | 0.03% | 148 |
|
|
2018
Q3 | $639K | Sell |
12,150
-48,850
| -80% | -$2.57M | 0.03% | 132 |
|
|
2018
Q2 | $3.23M | Buy |
+61,000
| New | +$3.23M | 0.17% | 43 |
|