Y-Intercept (HK)’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-47,957
| Closed | -$2.98M | – | 1288 |
|
2024
Q3 | $2.98M | Buy |
+47,957
| New | +$2.98M | 0.18% | 123 |
|
2024
Q2 | – | Sell |
-31,960
| Closed | -$1.9M | – | 1505 |
|
2024
Q1 | $1.9M | Sell |
31,960
-12,556
| -28% | -$748K | 0.14% | 179 |
|
2023
Q4 | $2.65M | Buy |
+44,516
| New | +$2.65M | 0.25% | 89 |
|
2023
Q2 | – | Sell |
-3,987
| Closed | -$232K | – | 1365 |
|
2023
Q1 | $232K | Sell |
3,987
-33,244
| -89% | -$1.94M | 0.03% | 887 |
|
2022
Q4 | $2.06M | Buy |
+37,231
| New | +$2.06M | 0.3% | 55 |
|
2021
Q1 | – | Sell |
-2,982
| Closed | -$674K | – | 658 |
|
2020
Q4 | $674K | Buy |
+2,982
| New | +$674K | 0.28% | 94 |
|