Tennessee Valley Asset Management Partners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,394
| Closed | -$82.9K | – | 283 |
|
|
2023
Q4 | $82.9K | Buy |
+1,394
| New | +$82.9K | 0.01% | 184 |
|
|
2022
Q2 | – | Sell |
-1,993
| Closed | -$213K | – | 91 |
|
|
2022
Q1 | $213K | Buy |
1,993
+118
| +6% | +$12.6K | 0.07% | 83 |
|
|
2021
Q4 | $286K | Sell |
1,875
-256
| -12% | -$39K | 0.1% | 68 |
|
|
2021
Q3 | $549K | Buy |
+2,131
| New | +$549K | 0.21% | 41 |
|
|
2021
Q2 | – | Sell |
-3,830
| Closed | -$775K | – | 45 |
|
|
2021
Q1 | $775K | Buy |
3,830
+230
| +6% | +$46.5K | 0.2% | 45 |
|
|
2020
Q4 | $800K | Buy |
3,600
+1,782
| +98% | +$396K | 0.19% | 45 |
|
|
2020
Q3 | $391K | Sell |
1,818
-105
| -5% | -$22.6K | 0.23% | 40 |
|
|
2020
Q2 | $331K | Buy |
+1,923
| New | +$331K | 0.22% | 40 |
|