IHT Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,473
| Closed | -$207K | – | 1036 |
|
|
2024
Q1 | $207K | Sell |
3,473
-339
| -9% | -$20.2K | 0.01% | 934 |
|
|
2023
Q4 | $227K | Buy |
+3,812
| New | +$227K | 0.01% | 873 |
|
|
2023
Q3 | – | Sell |
-3,983
| Closed | -$203K | – | 976 |
|
|
2023
Q2 | $203K | Sell |
3,983
-655
| -14% | -$33.5K | 0.01% | 876 |
|
|
2023
Q1 | $270K | Sell |
4,638
-90
| -2% | -$5.25K | 0.02% | 734 |
|
|
2022
Q4 | $262K | Sell |
4,728
-183
| -4% | -$10.1K | 0.02% | 705 |
|
|
2022
Q3 | $263K | Sell |
4,911
-622
| -11% | -$33.3K | 0.02% | 668 |
|
|
2022
Q2 | $317K | Sell |
5,533
-98
| -2% | -$5.62K | 0.03% | 512 |
|
|
2022
Q1 | $603K | Sell |
5,631
-351
| -6% | -$37.6K | 0.05% | 371 |
|
|
2021
Q4 | $911K | Buy |
5,982
+1,366
| +30% | +$208K | 0.07% | 286 |
|
|
2021
Q3 | $1.19M | Sell |
4,616
-119
| -3% | -$30.6K | 0.1% | 212 |
|
|
2021
Q2 | $1.32M | Buy |
4,735
+270
| +6% | +$75.5K | 0.08% | 258 |
|
|
2021
Q1 | $904K | Sell |
4,465
-1,767
| -28% | -$358K | 0.07% | 288 |
|
|
2020
Q4 | $1.39M | Buy |
6,232
+546
| +10% | +$121K | 0.12% | 187 |
|
|
2020
Q3 | $1.22M | Buy |
5,686
+218
| +4% | +$46.9K | 0.12% | 175 |
|
|
2020
Q2 | $942K | Buy |
5,468
+2,781
| +103% | +$479K | 0.13% | 170 |
|
|
2020
Q1 | $248K | Buy |
+2,687
| New | +$248K | 0.04% | 441 |
|