JWM
Jupiter Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,500
| Closed | -$639K | – | 93 |
|
|
2021
Q3 | $639K | Buy |
2,500
+2,000
| +400% | +$511K | 0.3% | 62 |
|
|
2021
Q2 | $151K | Hold |
500
| – | – | 0.07% | 87 |
|
|
2021
Q1 | $112K | Sell |
500
-1,190
| -70% | -$267K | 0.06% | 85 |
|
|
2020
Q4 | $376K | Hold |
1,690
| – | – | 0.23% | 56 |
|
|
2020
Q3 | $364K | Sell |
1,690
-4,210
| -71% | -$907K | 0.26% | 51 |
|
|
2020
Q2 | $1.19M | Hold |
5,900
| – | – | 0.6% | 34 |
|
|
2020
Q1 | $611K | Sell |
5,900
-95
| -2% | -$9.84K | 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 | +$316K | 0.15% | 64 |
|