True North Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,416
| Closed | -$215K | – | 206 |
|
|
2021
Q4 | $215K | Buy |
+1,416
| New | +$215K | 0.04% | 228 |
|
|
2020
Q3 | – | Sell |
-6,315
| Closed | -$1.09M | – | 190 |
|
|
2020
Q2 | $1.09M | Buy |
6,315
+15
| +0.2% | +$2.58K | 0.26% | 75 |
|
|
2020
Q1 | $582K | Buy |
+6,300
| New | +$582K | 0.2% | 64 |
|