Unio Capital’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,210
| Closed | -$266K | – | 43 |
|
|
2023
Q2 | $266K | Hold |
5,210
| – | – | 0.14% | 38 |
|
|
2023
Q1 | $304K | Hold |
5,210
| – | – | 0.16% | 36 |
|
|
2022
Q4 | $289K | Buy |
+5,210
| New | +$289K | 0.16% | 38 |
|
|
2022
Q1 | – | Sell |
-1,360
| Closed | -$207K | – | 61 |
|
|
2021
Q4 | $207K | Buy |
+1,360
| New | +$207K | 1.01% | 27 |
|
|
2020
Q4 | – | Sell |
-2,060
| Closed | -$443K | – | 57 |
|
|
2020
Q3 | $443K | Buy |
+2,060
| New | +$443K | 0.24% | 40 |
|