SAM
Strategic Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $19K | Buy |
582
+507
| +676% | +$16.6K | 0.03% | 252 |
|
|
2022
Q2 | $4K | Sell |
75
-12
| -14% | -$640 | 0.01% | 508 |
|
|
2022
Q1 | $9K | Hold |
87
| – | – | 0.01% | 398 |
|
|
2021
Q4 | $13K | Buy |
87
+69
| +383% | +$10.3K | 0.02% | 335 |
|
|
2021
Q3 | $5K | Buy |
+18
| New | +$5K | 0.01% | 393 |
|