GWSG
GPS Wealth Strategies Group’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2K | Hold |
195
| – | – | ﹤0.01% | 924 |
|
|
2025
Q1 | $15.9K | Buy |
195
+26
| +15% | +$2.12K | ﹤0.01% | 884 |
|
|
2024
Q4 | $15.2K | Hold |
169
| – | – | ﹤0.01% | 858 |
|
|
2024
Q3 | $10.5K | Hold |
169
| – | – | ﹤0.01% | 941 |
|
|
2024
Q2 | $9.04K | Buy |
169
+28
| +20% | +$1.5K | ﹤0.01% | 939 |
|
|
2024
Q1 | $8.4K | Hold |
141
| – | – | ﹤0.01% | 889 |
|
|
2023
Q4 | $8.38K | Sell |
141
-130
| -48% | -$7.73K | ﹤0.01% | 873 |
|
|
2023
Q3 | $11.4K | Sell |
271
-59
| -18% | -$2.48K | ﹤0.01% | 814 |
|
|
2023
Q2 | $16.9K | Sell |
330
-133
| -29% | -$6.8K | ﹤0.01% | 730 |
|
|
2023
Q1 | $27K | Buy |
+463
| New | +$27K | 0.01% | 630 |
|
|
2022
Q4 | – | Sell |
-280
| Closed | -$15K | – | 367 |
|
|
2022
Q3 | $15K | Sell |
280
-101
| -27% | -$5.41K | ﹤0.01% | 678 |
|
|
2022
Q2 | $22K | Sell |
381
-358
| -48% | -$20.7K | 0.01% | 603 |
|
|
2022
Q1 | $79K | Sell |
739
-2,014
| -73% | -$215K | 0.02% | 351 |
|
|
2021
Q4 | $419K | Sell |
2,753
-10,734
| -80% | -$1.63M | 0.09% | 138 |
|
|
2021
Q3 | $3.47M | Buy |
13,487
+702
| +5% | +$181K | 0.86% | 19 |
|
|
2021
Q2 | $3.57M | Buy |
12,785
+177
| +1% | +$49.5K | 0.91% | 17 |
|
|
2021
Q1 | $2.55M | Buy |
12,608
+4,798
| +61% | +$971K | 0.75% | 20 |
|
|
2020
Q4 | $1.74M | Buy |
7,810
+1,403
| +22% | +$312K | 0.61% | 25 |
|
|
2020
Q3 | $1.38M | Buy |
+6,407
| New | +$1.38M | 0.56% | 35 |
|