KWM
Keebeck Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-784
| Closed | -$202K | – | 224 |
|
|
2021
Q3 | $202K | Hold |
784
| – | – | 0.04% | 205 |
|
|
2021
Q2 | $219K | Buy |
+784
| New | +$219K | 0.03% | 227 |
|
|
2020
Q3 | – | Sell |
-784
| Closed | -$135K | – | 227 |
|
|
2020
Q2 | $135K | Buy |
+784
| New | +$135K | 0.04% | 172 |
|
|
2020
Q1 | – | Sell |
-784
| Closed | -$58K | – | 190 |
|
|
2019
Q4 | $58K | Buy |
+784
| New | +$58K | 0.02% | 208 |
|