DWA
Delos Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-72
| Closed | -$4K | – | 400 |
|
|
2022
Q3 | $4K | Hold |
72
| – | – | ﹤0.01% | 176 |
|
|
2022
Q2 | $4K | Hold |
72
| – | – | ﹤0.01% | 175 |
|
|
2022
Q1 | $8K | Hold |
72
| – | – | 0.01% | 181 |
|
|
2021
Q4 | $11K | Hold |
72
| – | – | 0.01% | 197 |
|
|
2021
Q3 | $19K | Hold |
72
| – | – | 0.02% | 70 |
|
|
2021
Q2 | $20K | Buy |
+72
| New | +$20K | 0.03% | 70 |
|