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 |
|