JWM
DOCU

Jupiter Wealth Management’s DocuSign DOCU Stock Holding History

Jupiter Wealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,500
Closed -$639K – 93
2021
Q3 		$639K Buy
2,500
+2,000
+400% +$576K 0.3% 62
2021
Q2 		$151K Hold
500
– – 0.07% 87
2021
Q1 		$112K Sell
500
-1,190
-70% -$276K 0.06% 85
2020
Q4 		$376K Hold
1,690
– – 0.23% 56
2020
Q3 		$364K Sell
1,690
-4,210
-71% -$874K 0.26% 51
2020
Q2 		$1.19M Hold
5,900
– – 0.6% 34
2020
Q1 		$611K Sell
5,900
-95
-2% -$7.64K 0.36% 41
2019
Q4 		$436K Hold
5,995
– – 0.21% 58
2019
Q3 		$371K Hold
5,995
– – 0.2% 59
2019
Q2 		$316K Hold
5,995
– – 0.16% 66
2019
Q1 		$316K Buy
+5,995
New +$306K 0.15% 64

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