TIS
Tortoise Index Solutions’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,476
| Closed | -$293K | – | 68 |
|
|
2022
Q3 | $293K | Buy |
5,476
+1,038
| +23% | +$55.5K | 0.06% | 64 |
|
|
2022
Q2 | $255K | Buy |
4,438
+231
| +5% | +$13.3K | 0.05% | 80 |
|
|
2022
Q1 | $451K | Buy |
4,207
+796
| +23% | +$85.3K | 0.08% | 69 |
|
|
2021
Q4 | $520K | Buy |
3,411
+1,204
| +55% | +$184K | 0.11% | 67 |
|
|
2021
Q3 | $568K | Sell |
2,207
-368
| -14% | -$94.7K | 0.13% | 66 |
|
|
2021
Q2 | $720K | Sell |
2,575
-276
| -10% | -$77.2K | 0.15% | 46 |
|
|
2021
Q1 | $577K | Buy |
2,851
+1,138
| +66% | +$230K | 0.14% | 57 |
|
|
2020
Q4 | $381K | Buy |
1,713
+197
| +13% | +$43.8K | 0.11% | 58 |
|
|
2020
Q3 | $326K | Sell |
1,516
-647
| -30% | -$139K | 0.13% | 54 |
|
|
2020
Q2 | $372K | Sell |
2,163
-2,879
| -57% | -$495K | 0.13% | 48 |
|
|
2020
Q1 | $466K | Sell |
5,042
-342
| -6% | -$31.6K | 0.19% | 39 |
|
|
2019
Q4 | $399K | Buy |
5,384
+1,673
| +45% | +$124K | 0.09% | 63 |
|
|
2019
Q3 | $230K | Buy |
3,711
+1,852
| +100% | +$115K | 0.07% | 68 |
|
|
2019
Q2 | $92K | Buy |
1,859
+384
| +26% | +$19K | 0.03% | 101 |
|
|
2019
Q1 | $76K | Buy |
+1,475
| New | +$76K | 0.02% | 106 |
|