GWMIA
Global Wealth Management Investment Advisory’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-110
| Closed | -$19K | – | 484 |
|
|
2020
Q2 | $19K | Sell |
110
-40
| -27% | -$6.91K | 0.01% | 277 |
|
|
2020
Q1 | $14K | Hold |
150
| – | – | 0.01% | 289 |
|
|
2019
Q4 | $11K | Hold |
150
| – | – | ﹤0.01% | 343 |
|
|
2019
Q3 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 340 |
|