BCWM
Bartlett & Co Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.28K | Sell |
55
-32
| -37% | -$2.49K | ﹤0.01% | 1020 |
|
|
2025
Q1 | $7.08K | Buy |
87
+35
| +67% | +$2.85K | ﹤0.01% | 947 |
|
|
2024
Q4 | $4.68K | Hold |
52
| – | – | ﹤0.01% | 981 |
|
|
2024
Q3 | $3.23K | Hold |
52
| – | – | ﹤0.01% | 1005 |
|
|
2024
Q2 | $2.78K | Hold |
52
| – | – | ﹤0.01% | 1035 |
|
|
2024
Q1 | $3.1K | Hold |
52
| – | – | ﹤0.01% | 1008 |
|
|
2023
Q4 | $3.13K | Hold |
52
| – | – | ﹤0.01% | 1122 |
|
|
2023
Q3 | $2.18K | Hold |
52
| – | – | ﹤0.01% | 1067 |
|
|
2023
Q2 | $2.66K | Buy |
+52
| New | +$2.66K | ﹤0.01% | 1044 |
|
|
2023
Q1 | – | Sell |
-80
| Closed | -$4.43K | – | 1070 |
|
|
2022
Q4 | $4.43K | Sell |
80
-410
| -84% | -$22.7K | ﹤0.01% | 938 |
|
|
2022
Q3 | $26.2K | Sell |
490
-99
| -17% | -$5.29K | ﹤0.01% | 663 |
|
|
2022
Q2 | $33.8K | Buy |
589
+179
| +44% | +$10.3K | ﹤0.01% | 645 |
|
|
2022
Q1 | $43.9K | Buy |
+410
| New | +$43.9K | ﹤0.01% | 601 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$25.7K | – | 518 |
|
|
2021
Q3 | $25.7K | Hold |
100
| – | – | ﹤0.01% | 607 |
|
|
2021
Q2 | $28K | Buy |
+100
| New | +$28K | ﹤0.01% | 593 |
|