AWS
AJ Wealth Strategies’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,083
| Closed | -$223K | – | 317 |
|
|
2022
Q1 | $223K | Hold |
2,083
| – | – | 0.01% | 286 |
|
|
2021
Q4 | $317K | Hold |
2,083
| – | – | 0.02% | 243 |
|
|
2021
Q3 | $536K | Hold |
2,083
| – | – | 0.03% | 185 |
|
|
2021
Q2 | $582K | Hold |
2,083
| – | – | 0.03% | 167 |
|
|
2021
Q1 | $422K | Hold |
2,083
| – | – | 0.03% | 180 |
|
|
2020
Q4 | $463K | Hold |
2,083
| – | – | 0.04% | 152 |
|
|
2020
Q3 | $448K | Hold |
2,083
| – | – | 0.05% | 135 |
|
|
2020
Q2 | $359K | Buy |
+2,083
| New | +$359K | 0.04% | 147 |
|