Westwood Management Corporation’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-60,204
| Closed | -$6.45M | – | 74 |
|
2022
Q1 | $6.45M | Sell |
60,204
-2,100
| -3% | -$225K | 0.61% | 22 |
|
2021
Q4 | $9.49M | Buy |
62,304
+862
| +1% | +$131K | 0.73% | 22 |
|
2021
Q3 | $15.8M | Hold |
61,442
| – | – | 1.3% | 19 |
|
2021
Q2 | $17.2M | Buy |
61,442
+12,000
| +24% | +$3.35M | 1.38% | 19 |
|
2021
Q1 | $10M | Sell |
49,442
-6,958
| -12% | -$1.41M | 0.88% | 22 |
|
2020
Q4 | $12.5M | Buy |
+56,400
| New | +$12.5M | 1.05% | 21 |
|