Atlas Private Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-50
| Closed | -$13K | – | 299 |
|
|
2021
Q3 | $13K | Hold |
50
| – | – | 0.01% | 427 |
|
|
2021
Q2 | $14K | Buy |
50
+25
| +100% | +$7K | 0.01% | 413 |
|
|
2021
Q1 | $5K | Sell |
25
-62
| -71% | -$12.4K | ﹤0.01% | 602 |
|
|
2020
Q4 | $19K | Hold |
87
| – | – | 0.01% | 336 |
|
|
2020
Q3 | $19K | Buy |
87
+25
| +40% | +$5.46K | 0.02% | 312 |
|
|
2020
Q2 | $11K | Buy |
+62
| New | +$11K | 0.01% | 393 |
|