RIM
DOCU

Rockbridge Investment Management’s DocuSign DOCU Stock Holding History

Rockbridge Investment Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12
Closed -$714 – 250
2023
Q4 		$714 Buy
+12
New +$550 ﹤0.01% 601
2022
Q3 		– Sell
-10
Closed -$574 – 241
2022
Q2 		$574 Hold
10
– – ﹤0.01% 601
2022
Q1 		$1.09K Sell
10
-20
-67% -$2.29K ﹤0.01% 728
2021
Q4 		$5K Hold
30
– – ﹤0.01% 656
2021
Q3 		$8K Hold
30
– – ﹤0.01% 549
2021
Q2 		$8K Hold
30
– – ﹤0.01% 557
2021
Q1 		$6K Sell
30
-5
-14% -$1.16K ﹤0.01% 557
2020
Q4 		$8K Buy
35
+25
+250% +$5.62K ﹤0.01% 524
2020
Q3 		$2K Hold
10
– – ﹤0.01% 584
2020
Q2 		$2K Buy
+10
New +$1.26K ﹤0.01% 560

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