JP Morgan Private Wealth Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.75M | Sell |
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|
2023
Q2 | $6.65M | Sell |
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|
2023
Q1 | $9.72M | Sell |
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|
2022
Q4 | $9.28M | Sell |
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|
2022
Q3 | $10M | Sell |
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|
2022
Q2 | $10.8M | Sell |
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|
2022
Q1 | $24.3M | Buy |
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|
2021
Q4 | $27.5M | Sell |
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|
2021
Q3 | $49.4M | Buy |
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|
2021
Q2 | $41.3M | Sell |
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|
2021
Q1 | $31.2M | Sell |
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|
2020
Q4 | $47.2M | Buy |
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|
2020
Q3 | $39.2M | Buy |
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|
2020
Q2 | $19.1M | Buy |
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|
2020
Q1 | $8.43M | Buy |
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|
2019
Q4 | $3.89M | Sell |
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|
2019
Q3 | $3.28M | Sell |
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|
2019
Q2 | $2.82M | Sell |
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|
2019
Q1 | $6.77M | Buy |
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|
2018
Q4 | $2.75M | Buy |
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|
2018
Q3 | $532K | Buy |
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