EWM
Evermay Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1
| Closed | -$52 | – | 567 |
|
|
2023
Q2 | $52 | Hold |
1
| – | – | ﹤0.01% | 551 |
|
|
2023
Q1 | $59 | Sell |
1
-500
| -100% | -$29.5K | ﹤0.01% | 531 |
|
|
2022
Q4 | $27.8K | Buy |
+501
| New | +$27.8K | 0.01% | 343 |
|
|
2022
Q1 | – | Sell |
-44
| Closed | -$7K | – | 534 |
|
|
2021
Q4 | $7K | Hold |
44
| – | – | ﹤0.01% | 426 |
|
|
2021
Q3 | $11K | Buy |
44
+34
| +340% | +$8.5K | ﹤0.01% | 376 |
|
|
2021
Q2 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 468 |
|