EWM
Elmwood Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-660
| Closed | -$101K | – | 158 |
|
|
2021
Q4 | $101K | Buy |
+660
| New | +$101K | 0.05% | 149 |
|
|
2021
Q2 | $10K | Hold |
35
| – | – | 0.01% | 259 |
|
|
2021
Q1 | $7K | Buy |
+35
| New | +$7K | ﹤0.01% | 258 |
|
|
2020
Q3 | $6K | Hold |
35
| – | – | ﹤0.01% | 203 |
|
|
2020
Q2 | $6K | Buy |
+35
| New | +$6K | ﹤0.01% | 203 |
|