WAM
Werlinich Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,954
| Closed | -$628K | – | 59 |
|
|
2023
Q3 | $628K | Buy |
14,954
+727
| +5% | +$30.5K | 0.52% | 44 |
|
|
2023
Q2 | $727K | Sell |
14,227
-250
| -2% | -$12.8K | 0.58% | 43 |
|
|
2023
Q1 | $844K | Hold |
14,477
| – | – | 0.74% | 36 |
|
|
2022
Q4 | $802K | Sell |
14,477
-355
| -2% | -$19.7K | 0.74% | 38 |
|
|
2022
Q3 | $793K | Sell |
14,832
-285
| -2% | -$15.2K | 0.81% | 35 |
|
|
2022
Q2 | $867K | Sell |
15,117
-685
| -4% | -$39.3K | 0.81% | 35 |
|
|
2022
Q1 | $1.69M | Hold |
15,802
| – | – | 1.29% | 27 |
|
|
2021
Q4 | $2.41M | Buy |
15,802
+1,012
| +7% | +$154K | 1.75% | 19 |
|
|
2021
Q3 | $3.81M | Sell |
14,790
-90
| -0.6% | -$23.2K | 3.08% | 9 |
|
|
2021
Q2 | $4.16M | Hold |
14,880
| – | – | 3.36% | 8 |
|
|
2021
Q1 | $3.01M | Buy |
+14,880
| New | +$3.01M | 2.65% | 12 |
|