Beaird Harris Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-182
| Closed | -$10.1K | – | 550 |
|
|
2022
Q4 | $10.1K | Buy |
182
+174
| +2,175% | +$9.64K | ﹤0.01% | 322 |
|
|
2022
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 494 |
|
|
2022
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 455 |
|
|
2022
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 555 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 594 |
|