TCA
Transcend Capital Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-76,517
| Closed | -$4.75M | – | 586 |
|
|
2024
Q3 | $4.75M | Sell |
76,517
-5,000
| -6% | -$310K | 0.32% | 73 |
|
|
2024
Q2 | $4.36M | Hold |
81,517
| – | – | 0.32% | 69 |
|
|
2024
Q1 | $4.85M | Sell |
81,517
-9
| -0% | -$536 | 0.39% | 58 |
|
|
2023
Q4 | $4.85M | Sell |
81,526
-150
| -0.2% | -$8.92K | 0.43% | 47 |
|
|
2023
Q3 | $3.43M | Sell |
81,676
-100
| -0.1% | -$4.2K | 0.33% | 69 |
|
|
2023
Q2 | $4.18M | Hold |
81,776
| – | – | 0.4% | 56 |
|
|
2023
Q1 | $4.77M | Sell |
81,776
-1
| -0% | -$58 | 0.5% | 42 |
|
|
2022
Q4 | $4.53M | Sell |
81,777
-6,897
| -8% | -$382K | 0.49% | 42 |
|
|
2022
Q3 | $4.74M | Sell |
88,674
-2,125
| -2% | -$114K | 0.52% | 37 |
|
|
2022
Q2 | $5.21M | Sell |
90,799
-3,293
| -3% | -$189K | 0.54% | 37 |
|
|
2022
Q1 | $10.1M | Sell |
94,092
-219
| -0.2% | -$23.5K | 0.9% | 17 |
|
|
2021
Q4 | $14.4M | Sell |
94,311
-1,722
| -2% | -$262K | 1.27% | 8 |
|
|
2021
Q3 | $26.9M | Sell |
96,033
-1,708
| -2% | -$479K | 2.42% | 5 |
|
|
2021
Q2 | $27.3M | Sell |
97,741
-6,648
| -6% | -$1.86M | 3.93% | 2 |
|
|
2021
Q1 | $21.1M | Sell |
104,389
-280
| -0.3% | -$56.7K | 2.54% | 5 |
|
|
2020
Q4 | $23.3M | Sell |
104,669
-2,039
| -2% | -$453K | 3.06% | 5 |
|
|
2020
Q3 | $23M | Buy |
+106,708
| New | +$23M | 4.18% | 5 |
|