Smith Group Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,630
| Closed | -$783K | – | 146 |
|
|
2024
Q2 | $783K | Buy |
+14,630
| New | +$783K | 0.07% | 64 |
|
|
2022
Q1 | – | Sell |
-32,500
| Closed | -$4.95M | – | 301 |
|
|
2021
Q4 | $4.95M | Hold |
32,500
| – | – | 0.23% | 83 |
|
|
2021
Q3 | $8.37M | Buy |
+32,500
| New | +$8.37M | 0.42% | 67 |
|