BWM
BNC Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-902
| Closed | -$252K | – | 94 |
|
|
2021
Q2 | $252K | Sell |
902
-5,397
| -86% | -$1.51M | 0.15% | 77 |
|
|
2021
Q1 | $1.28M | Buy |
6,299
+5,368
| +577% | +$1.09M | 0.91% | 37 |
|
|
2020
Q4 | $207K | Buy |
931
+204
| +28% | +$45.4K | 0.13% | 92 |
|
|
2020
Q3 | $156K | Buy |
+727
| New | +$156K | 0.11% | 91 |
|