HWA
HHM Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-52
| Closed | -$3K | – | 702 |
|
|
2022
Q3 | $3K | Sell |
52
-453
| -90% | -$26.1K | ﹤0.01% | 571 |
|
|
2022
Q2 | $29K | Sell |
505
-39
| -7% | -$2.24K | 0.01% | 359 |
|
|
2022
Q1 | $58K | Hold |
544
| – | – | 0.01% | 287 |
|
|
2021
Q4 | $83K | Buy |
544
+50
| +10% | +$7.63K | 0.02% | 238 |
|
|
2021
Q3 | $127K | Hold |
494
| – | – | 0.03% | 180 |
|
|
2021
Q2 | $138K | Buy |
494
+39
| +9% | +$10.9K | 0.04% | 173 |
|
|
2021
Q1 | $92K | Hold |
455
| – | – | 0.03% | 196 |
|
|
2020
Q4 | $101K | Buy |
+455
| New | +$101K | 0.03% | 169 |
|