TCM
Tran Capital Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,919
| Closed | -$684K | – | 38 |
|
|
2022
Q2 | $684K | Sell |
11,919
-1,405
| -11% | -$80.6K | 0.08% | 34 |
|
|
2022
Q1 | $1.43M | Buy |
13,324
+2,650
| +25% | +$284K | 0.13% | 36 |
|
|
2021
Q4 | $1.63M | Sell |
10,674
-2,650
| -20% | -$404K | 0.13% | 33 |
|
|
2021
Q3 | $3.43M | Hold |
13,324
| – | – | 0.29% | 29 |
|
|
2021
Q2 | $3.73M | Sell |
13,324
-1,210
| -8% | -$338K | 0.31% | 29 |
|
|
2021
Q1 | $2.94M | Sell |
14,534
-1,428
| -9% | -$289K | 0.26% | 29 |
|
|
2020
Q4 | $3.55M | Sell |
15,962
-9,394
| -37% | -$2.09M | 0.33% | 33 |
|
|
2020
Q3 | $5.46M | Sell |
25,356
-47,784
| -65% | -$10.3M | 0.59% | 29 |
|
|
2020
Q2 | $12.6M | Sell |
73,140
-71,360
| -49% | -$12.3M | 1.46% | 27 |
|
|
2020
Q1 | $13.4M | Sell |
144,500
-21,825
| -13% | -$2.02M | 1.95% | 26 |
|
|
2019
Q4 | $12.3M | Sell |
166,325
-14,975
| -8% | -$1.11M | 1.43% | 33 |
|
|
2019
Q3 | $11.2M | Buy |
181,300
+2,210
| +1% | +$137K | 1.39% | 30 |
|
|
2019
Q2 | $8.9M | Buy |
+179,090
| New | +$8.9M | 1.11% | 33 |
|