RIM
Rockbridge Investment Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12
| Closed | -$714 | – | 250 |
|
|
2023
Q4 | $714 | Buy |
+12
| New | +$714 | ﹤0.01% | 601 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | -$574 | – | 239 |
|
|
2022
Q2 | $574 | Hold |
10
| – | – | ﹤0.01% | 596 |
|
|
2022
Q1 | $1.09K | Sell |
10
-20
| -67% | -$2.17K | ﹤0.01% | 726 |
|
|
2021
Q4 | $5K | Hold |
30
| – | – | ﹤0.01% | 654 |
|
|
2021
Q3 | $8K | Hold |
30
| – | – | ﹤0.01% | 547 |
|
|
2021
Q2 | $8K | Hold |
30
| – | – | ﹤0.01% | 557 |
|
|
2021
Q1 | $6K | Sell |
30
-5
| -14% | -$1K | ﹤0.01% | 557 |
|
|
2020
Q4 | $8K | Buy |
35
+25
| +250% | +$5.71K | ﹤0.01% | 524 |
|
|
2020
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 584 |
|
|
2020
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 560 |
|