AWM
Atticus Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-43
| Closed | -$2.51K | – | 592 |
|
|
2023
Q1 | $2.51K | Hold |
43
| – | – | ﹤0.01% | 462 |
|
|
2022
Q4 | $2.38K | Hold |
43
| – | – | ﹤0.01% | 456 |
|
|
2022
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 496 |
|
|
2022
Q2 | $2K | Buy |
43
+18
| +72% | +$837 | ﹤0.01% | 529 |
|
|
2022
Q1 | $3K | Buy |
25
+15
| +150% | +$1.8K | ﹤0.01% | 492 |
|
|
2021
Q4 | $2K | Sell |
10
-1,130
| -99% | -$226K | ﹤0.01% | 412 |
|
|
2021
Q3 | $293K | Sell |
1,140
-46
| -4% | -$11.8K | 0.13% | 85 |
|
|
2021
Q2 | $332K | Buy |
1,186
+155
| +15% | +$43.4K | 0.14% | 88 |
|
|
2021
Q1 | $209K | Sell |
1,031
-556
| -35% | -$113K | 0.1% | 105 |
|
|
2020
Q4 | $353K | Buy |
1,587
+790
| +99% | +$176K | 0.18% | 72 |
|
|
2020
Q3 | $172K | Buy |
+797
| New | +$172K | 0.1% | 95 |
|