SAM
Symphony Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,989
| Closed | -$276K | – | 39 |
|
|
2020
Q1 | $276K | Sell |
2,989
-1,354
| -31% | -$125K | 0.09% | 39 |
|
|
2019
Q4 | $322K | Sell |
4,343
-227
| -5% | -$16.8K | 0.07% | 121 |
|
|
2019
Q3 | $283K | Sell |
4,570
-297
| -6% | -$18.4K | 0.06% | 136 |
|
|
2019
Q2 | $242K | Sell |
4,867
-104
| -2% | -$5.17K | 0.05% | 147 |
|
|
2019
Q1 | $258K | Buy |
+4,971
| New | +$258K | 0.07% | 138 |
|
|
2018
Q4 | – | Sell |
-22,277
| Closed | -$1.17M | – | 182 |
|
|
2018
Q3 | $1.17M | Buy |
+22,277
| New | +$1.17M | 0.32% | 36 |
|