BDWM
Brewin Dolphin Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $10K | Hold |
175
| – | – | ﹤0.01% | 284 |
|
|
2022
Q1 | $19K | Hold |
175
| – | – | ﹤0.01% | 252 |
|
|
2021
Q4 | $27K | Buy |
+175
| New | +$27K | ﹤0.01% | 235 |
|
|
2020
Q4 | – | Sell |
-220
| Closed | -$47.4K | – | 298 |
|
|
2020
Q3 | $47.4K | Buy |
+220
| New | +$47.4K | 0.01% | 164 |
|