Brown Miller 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
Q4 | – | Sell |
-6,283
| Closed | -$264K | – | 124 |
|
|
2023
Q3 | $264K | Buy |
6,283
+859
| +16% | +$36.1K | 0.15% | 106 |
|
|
2023
Q2 | $277K | Buy |
5,424
+398
| +8% | +$20.3K | 0.15% | 105 |
|
|
2023
Q1 | $293K | Sell |
5,026
-207
| -4% | -$12.1K | 0.17% | 100 |
|
|
2022
Q4 | $290K | Buy |
5,233
+379
| +8% | +$21K | 0.18% | 98 |
|
|
2022
Q3 | $259K | Buy |
4,854
+807
| +20% | +$43.1K | 0.18% | 99 |
|
|
2022
Q2 | $232K | Buy |
4,047
+824
| +26% | +$47.2K | 0.16% | 102 |
|
|
2022
Q1 | $345K | Buy |
3,223
+303
| +10% | +$32.4K | 0.2% | 86 |
|
|
2021
Q4 | $444K | Buy |
2,920
+690
| +31% | +$105K | 0.25% | 71 |
|
|
2021
Q3 | $574K | Buy |
2,230
+32
| +1% | +$8.24K | 0.36% | 59 |
|
|
2021
Q2 | $614K | Buy |
2,198
+295
| +16% | +$82.4K | 0.39% | 58 |
|
|
2021
Q1 | $385K | Buy |
1,903
+659
| +53% | +$133K | 0.27% | 77 |
|
|
2020
Q4 | $277K | Buy |
+1,244
| New | +$277K | 0.21% | 90 |
|