Summit X LLC’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-163
| Closed | -$1.29K | – | 294 |
|
|
2020
Q3 | $1.29K | Sell |
163
-1,175
| -88% | -$9.31K | 0.02% | 219 |
|
|
2020
Q2 | $231K | Sell |
1,338
-988
| -42% | -$171K | 0.09% | 185 |
|
|
2020
Q1 | $213K | Sell |
2,326
-5,972
| -72% | -$547K | 0.1% | 167 |
|
|
2019
Q4 | $605K | Sell |
8,298
-8,881
| -52% | -$648K | 0.22% | 114 |
|
|
2019
Q3 | $1.06M | Sell |
17,179
-8,665
| -34% | -$535K | 0.43% | 62 |
|
|
2019
Q2 | $1.28M | Buy |
25,844
+4,095
| +19% | +$203K | 0.52% | 49 |
|
|
2019
Q1 | $1.33M | Sell |
21,749
-3,193
| -13% | -$195K | 0.57% | 49 |
|
|
2018
Q4 | $998K | Buy |
24,942
+11,755
| +89% | +$470K | 0.58% | 43 |
|
|
2018
Q3 | $696K | Buy |
13,187
+580
| +5% | +$30.6K | 0.34% | 70 |
|
|
2018
Q2 | $668K | Buy |
+12,607
| New | +$668K | 0.37% | 64 |
|