Sigma Investment Counselors’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,896
Closed -$208K 185
2022
Q3
$208K Sell
3,896
-1,441
-27% -$76.9K 0.02% 173
2022
Q2
$306K Sell
5,337
-6,263
-54% -$359K 0.02% 147
2022
Q1
$1.24M Sell
11,600
-3,002
-21% -$322K 0.09% 91
2021
Q4
$2.22M Sell
14,602
-4,822
-25% -$734K 0.16% 76
2021
Q3
$5M Buy
19,424
+46
+0.2% +$11.8K 0.37% 49
2021
Q2
$5.42M Buy
19,378
+37
+0.2% +$10.3K 0.41% 44
2021
Q1
$3.92M Buy
19,341
+333
+2% +$67.4K 0.32% 55
2020
Q4
$4.23M Buy
19,008
+9,373
+97% +$2.08M 0.36% 51
2020
Q3
$2.07M Sell
9,635
-11,675
-55% -$2.51M 0.4% 48
2020
Q2
$3.67M Buy
21,310
+3,990
+23% +$687K 0.39% 49
2020
Q1
$1.6M Buy
+17,320
New +$1.6M 0.2% 72