Washburn Capital Management’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 |
-1,530
| Closed | -$233K | – | 61 |
|
2021
Q4 | $233K | Sell |
1,530
-1,010
| -40% | -$154K | 0.14% | 52 |
|
2021
Q3 | $654K | Sell |
2,540
-200
| -7% | -$51.5K | 0.43% | 37 |
|
2021
Q2 | $766K | Sell |
2,740
-4,158
| -60% | -$1.16M | 0.51% | 31 |
|
2021
Q1 | $1.4M | Sell |
6,898
-804
| -10% | -$163K | 0.95% | 23 |
|
2020
Q4 | $1.71M | Buy |
7,702
+237
| +3% | +$52.7K | 1.19% | 20 |
|
2020
Q3 | $1.61M | Buy |
7,465
+1,105
| +17% | +$238K | 1.27% | 19 |
|
2020
Q2 | $1.1M | Buy |
+6,360
| New | +$1.1M | 1.01% | 24 |
|