BHWM
Bay Harbor Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233 | Buy |
3
+1
| +50% | +$78 | ﹤0.01% | 876 |
|
|
2025
Q1 | $162 | Buy |
+2
| New | +$162 | ﹤0.01% | 746 |
|
|
2021
Q1 | – | Sell |
-25
| Closed | -$6K | – | 269 |
|
|
2020
Q4 | $6K | Sell |
25
-69
| -73% | -$16.6K | ﹤0.01% | 267 |
|
|
2020
Q3 | $20K | Buy |
+94
| New | +$20K | 0.01% | 202 |
|