WCM
Westerly Capital Management’s DocuSign DOCU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-290,000
| Closed | -$17.2M | – | 45 |
|
2023
Q4 | $17.2M | Buy |
290,000
+140,000
| +93% | +$8.32M | 8.52% | 1 |
|
2023
Q3 | $6.3M | Buy |
150,000
+90,000
| +150% | +$3.78M | 4.44% | 6 |
|
2023
Q2 | $3.07M | Buy |
+60,000
| New | +$3.07M | 1.61% | 22 |
|
2022
Q2 | – | Sell |
-20,000
| Closed | -$2.14M | – | 48 |
|
2022
Q1 | $2.14M | Buy |
+20,000
| New | +$2.14M | 1.58% | 26 |
|