MWA
Moser Wealth Advisors’s DocuSign DOCU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-26
| Closed | -$1K | – | 132 |
|
2022
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 140 |
|
2022
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 129 |
|
2022
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 126 |
|
2021
Q4 | $4K | Hold |
26
| – | – | ﹤0.01% | 129 |
|
2021
Q3 | $7K | Buy |
+26
| New | +$7K | ﹤0.01% | 120 |
|