HPWM
Highland Private Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,754
| Closed | -$522K | – | 46 |
|
|
2022
Q3 | $522K | Buy |
+9,754
| New | +$522K | 0.08% | 86 |
|
|
2019
Q4 | – | Sell |
-4,964
| Closed | -$307K | – | 133 |
|
|
2019
Q3 | $307K | Sell |
4,964
-10,000
| -67% | -$618K | 0.09% | 81 |
|
|
2019
Q2 | $744K | Sell |
14,964
-21,000
| -58% | -$1.04M | 0.21% | 46 |
|
|
2019
Q1 | $1.86M | Buy |
35,964
+718
| +2% | +$37.2K | 0.58% | 26 |
|
|
2018
Q4 | $1.41M | Buy |
+35,246
| New | +$1.41M | 0.53% | 26 |
|