Mascoma Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-400
| Closed | -$43K | – | 612 |
|
|
2022
Q1 | $43K | Hold |
400
| – | – | 0.01% | 283 |
|
|
2021
Q4 | $61K | Hold |
400
| – | – | 0.02% | 204 |
|
|
2021
Q3 | $103K | Buy |
+400
| New | +$103K | 0.04% | 152 |
|
|
2021
Q2 | – | Sell |
-600
| Closed | -$121K | – | 192 |
|
|
2021
Q1 | $121K | Buy |
+600
| New | +$121K | 0.05% | 137 |
|