Summit Global Investments’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,305
| Closed | -$702K | – | 560 |
|
|
2024
Q3 | $702K | Buy |
11,305
+575
| +5% | +$35.7K | 0.04% | 315 |
|
|
2024
Q2 | $574K | Sell |
10,730
-5,642
| -34% | -$302K | 0.04% | 325 |
|
|
2024
Q1 | $975K | Buy |
16,372
+11,944
| +270% | +$711K | 0.07% | 219 |
|
|
2023
Q4 | $263K | Sell |
4,428
-22,079
| -83% | -$1.31M | 0.02% | 451 |
|
|
2023
Q3 | $1.11M | Buy |
+26,507
| New | +$1.11M | 0.07% | 203 |
|