EWM
Elite Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,545
| Closed | -$203K | – | 48 |
|
|
2022
Q2 | $203K | Sell |
3,545
-123
| -3% | -$7.04K | 0.03% | 50 |
|
|
2022
Q1 | $393K | Sell |
3,668
-59
| -2% | -$6.32K | 0.06% | 40 |
|
|
2021
Q4 | $568K | Sell |
3,727
-271
| -7% | -$41.3K | 0.08% | 37 |
|
|
2021
Q3 | $1.03M | Buy |
3,998
+110
| +3% | +$28.3K | 0.19% | 32 |
|
|
2021
Q2 | $1.09K | Sell |
3,888
-233
| -6% | -$65 | 0.1% | 31 |
|
|
2021
Q1 | $834 | Buy |
4,121
+308
| +8% | +$62 | 0.11% | 32 |
|
|
2020
Q4 | $848K | Sell |
3,813
-1,063
| -22% | -$236K | 0.11% | 31 |
|
|
2020
Q3 | $1.05M | Buy |
+4,876
| New | +$1.05M | 0.15% | 25 |
|