BerganKDV Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.07K | Hold |
21
| – | – | ﹤0.01% | 748 |
|
|
2023
Q1 | $1.23K | Hold |
21
| – | – | ﹤0.01% | 883 |
|
|
2022
Q4 | $1.16K | Sell |
21
-102
| -83% | -$5.65K | ﹤0.01% | 862 |
|
|
2022
Q3 | $7K | Sell |
123
-4
| -3% | -$228 | ﹤0.01% | 618 |
|
|
2022
Q2 | $7K | Buy |
127
+12
| +10% | +$661 | ﹤0.01% | 636 |
|
|
2022
Q1 | $12K | Buy |
115
+3
| +3% | +$313 | ﹤0.01% | 585 |
|
|
2021
Q4 | $17K | Sell |
112
-6
| -5% | -$911 | ﹤0.01% | 564 |
|
|
2021
Q3 | $30K | Hold |
118
| – | – | ﹤0.01% | 466 |
|
|
2021
Q2 | $33K | Buy |
118
+100
| +556% | +$28K | ﹤0.01% | 446 |
|
|
2021
Q1 | $4K | Hold |
18
| – | – | ﹤0.01% | 687 |
|
|
2020
Q4 | $4K | Hold |
18
| – | – | ﹤0.01% | 685 |
|
|
2020
Q3 | $4K | Buy |
18
+4
| +29% | +$889 | ﹤0.01% | 599 |
|
|
2020
Q2 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 740 |
|