9WM
9258 Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,936
| Closed | -$315K | – | 341 |
|
|
2022
Q1 | $315K | Sell |
2,936
-88
| -3% | -$9.44K | 0.07% | 266 |
|
|
2021
Q4 | $461K | Buy |
3,024
+33
| +1% | +$5.03K | 0.11% | 208 |
|
|
2021
Q3 | $770K | Buy |
2,991
+361
| +14% | +$92.9K | 0.21% | 122 |
|
|
2021
Q2 | $735K | Buy |
2,630
+472
| +22% | +$132K | 0.2% | 128 |
|
|
2021
Q1 | $437K | Sell |
2,158
-2,332
| -52% | -$472K | 0.13% | 172 |
|
|
2020
Q4 | $998K | Sell |
4,490
-57
| -1% | -$12.7K | 0.33% | 73 |
|
|
2020
Q3 | $920K | Buy |
4,547
+2,723
| +149% | +$551K | 0.35% | 68 |
|
|
2020
Q2 | $314K | Buy |
+1,824
| New | +$314K | 0.13% | 193 |
|