Texas Capital Bank Wealth Management Services’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-50,000
| Closed | -$2.68M | – | 213 |
|
|
2024
Q2 | $2.68M | Buy |
50,000
+40,000
| +400% | +$2.14M | 0.28% | 49 |
|
|
2024
Q1 | $596K | Buy |
+10,000
| New | +$596K | 0.07% | 106 |
|
|
2023
Q4 | – | Sell |
-12,000
| Closed | -$504K | – | 207 |
|
|
2023
Q3 | $504K | Hold |
12,000
| – | – | 0.06% | 122 |
|
|
2023
Q2 | $613K | Buy |
12,000
+2,000
| +20% | +$102K | 0.07% | 110 |
|
|
2023
Q1 | $583K | Buy |
+10,000
| New | +$583K | 0.07% | 113 |
|