MIAN
Mariner Independent Advisor Network’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $610K | Buy |
11,411
+555
| +5% | +$29.7K | 0.03% | 442 |
|
|
2022
Q2 | $723K | Buy |
+10,856
| New | +$723K | 0.03% | 421 |
|
|
2021
Q3 | – | Sell |
-18,226
| Closed | -$5.1M | – | 487 |
|
|
2021
Q2 | $5.1M | Buy |
18,226
+680
| +4% | +$190K | 0.23% | 109 |
|
|
2021
Q1 | $3.55M | Buy |
17,546
+715
| +4% | +$145K | 0.19% | 131 |
|
|
2020
Q4 | $3.74M | Sell |
16,831
-2,356
| -12% | -$524K | 0.2% | 123 |
|
|
2020
Q3 | $4.13M | Buy |
+19,187
| New | +$4.13M | 0.34% | 73 |
|