Empirical Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,086
| Closed | -$234K | – | 467 |
|
|
2022
Q2 | $234K | Buy |
4,086
+71
| +2% | +$4.07K | 0.01% | 418 |
|
|
2022
Q1 | $430K | Buy |
4,015
+1,042
| +35% | +$112K | 0.02% | 350 |
|
|
2021
Q4 | $453K | Buy |
2,973
+733
| +33% | +$112K | 0.02% | 353 |
|
|
2021
Q3 | $577K | Buy |
2,240
+403
| +22% | +$104K | 0.03% | 272 |
|
|
2021
Q2 | $514K | Buy |
1,837
+305
| +20% | +$85.3K | 0.03% | 298 |
|
|
2021
Q1 | $310K | Buy |
1,532
+117
| +8% | +$23.7K | 0.02% | 319 |
|
|
2020
Q4 | $315K | Buy |
1,415
+171
| +14% | +$38.1K | 0.02% | 299 |
|
|
2020
Q3 | $268K | Sell |
1,244
-534
| -30% | -$115K | 0.02% | 290 |
|
|
2020
Q2 | $306K | Buy |
+1,778
| New | +$306K | 0.03% | 274 |
|