Stonebridge Capital Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-243
| Closed | -$10.2K | – | 377 |
|
|
2023
Q3 | $10.2K | Buy |
243
+68
| +39% | +$2.86K | ﹤0.01% | 603 |
|
|
2023
Q2 | $8.94K | Buy |
175
+43
| +33% | +$2.2K | ﹤0.01% | 626 |
|
|
2023
Q1 | $7.7K | Hold |
132
| – | – | ﹤0.01% | 652 |
|
|
2022
Q4 | $7.32K | Sell |
132
-7
| -5% | -$388 | ﹤0.01% | 650 |
|
|
2022
Q3 | $7K | Sell |
139
-17
| -11% | -$856 | ﹤0.01% | 632 |
|
|
2022
Q2 | $9K | Sell |
156
-4
| -3% | -$231 | ﹤0.01% | 612 |
|
|
2022
Q1 | $17K | Buy |
+160
| New | +$17K | ﹤0.01% | 555 |
|
|
2021
Q4 | – | Sell |
-7
| Closed | -$2K | – | 979 |
|
|
2021
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 812 |
|
|
2021
Q2 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 927 |
|