RGC
Roberts, Glore & Co’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,975
| Closed | -$331K | – | 200 |
|
|
2022
Q4 | $331K | Sell |
5,975
-1,945
| -25% | -$108K | 0.12% | 141 |
|
|
2022
Q3 | $423K | Buy |
7,920
+2,875
| +57% | +$154K | 0.15% | 125 |
|
|
2022
Q2 | $289K | Buy |
5,045
+375
| +8% | +$21.5K | 0.1% | 150 |
|
|
2022
Q1 | $500K | Buy |
+4,670
| New | +$500K | 0.14% | 127 |
|