MBM Wealth Consultants’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10
| Closed | -$1K | – | 283 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 293 |
|
|
2021
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 269 |
|
|
2021
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 259 |
|
|
2021
Q2 | $3K | Hold |
10
| – | – | ﹤0.01% | 242 |
|
|
2021
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 237 |
|
|
2020
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 214 |
|
|
2020
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 205 |
|
|
2019
Q1 | – | Sell |
-19,048
| Closed | -$763K | – | 220 |
|
|
2018
Q4 | $763K | Buy |
+19,048
| New | +$763K | 0.74% | 36 |
|