NWM
NEIRG Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,014
| Closed | -$589K | – | 145 |
|
|
2022
Q3 | $589K | Buy |
11,014
+228
| +2% | +$12.2K | 0.12% | 102 |
|
|
2022
Q2 | $619K | Buy |
10,786
+993
| +10% | +$57K | 0.14% | 96 |
|
|
2022
Q1 | $1.05M | Sell |
9,793
-48
| -0.5% | -$5.14K | 0.21% | 84 |
|
|
2021
Q4 | $1.5M | Buy |
+9,841
| New | +$1.5M | 0.29% | 59 |
|