MWM
Meridian Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,062
| Closed | -$310K | – | 546 |
|
|
2023
Q2 | $310K | Buy |
+6,062
| New | +$310K | 0.03% | 427 |
|
|
2022
Q1 | – | Sell |
-11,918
| Closed | -$1.82M | – | 410 |
|
|
2021
Q4 | $1.82M | Sell |
11,918
-1,219
| -9% | -$186K | 0.19% | 98 |
|
|
2021
Q3 | $3.38M | Buy |
13,137
+248
| +2% | +$63.8K | 0.42% | 47 |
|
|
2021
Q2 | $3.6M | Sell |
12,889
-559
| -4% | -$156K | 0.46% | 43 |
|
|
2021
Q1 | $2.72M | Buy |
13,448
+327
| +2% | +$66.2K | 0.4% | 55 |
|
|
2020
Q4 | $2.92M | Sell |
13,121
-1,066
| -8% | -$237K | 0.46% | 47 |
|
|
2020
Q3 | $3.05M | Buy |
14,187
+5,043
| +55% | +$1.09M | 0.75% | 28 |
|
|
2020
Q2 | $1.57M | Buy |
+9,144
| New | +$1.57M | 0.53% | 40 |
|