NWAM LLC’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,467
| Closed | -$222K | – | 529 |
|
|
2024
Q4 | $222K | Buy |
+2,467
| New | +$222K | 0.01% | 551 |
|
|
2022
Q2 | – | Sell |
-2,661
| Closed | -$285K | – | 521 |
|
|
2022
Q1 | $285K | Sell |
2,661
-578
| -18% | -$61.9K | 0.02% | 434 |
|
|
2021
Q4 | $493K | Buy |
3,239
+640
| +25% | +$97.4K | 0.04% | 333 |
|
|
2021
Q3 | $669K | Sell |
2,599
-27
| -1% | -$6.95K | 0.06% | 264 |
|
|
2021
Q2 | $734K | Buy |
2,626
+50
| +2% | +$14K | 0.07% | 248 |
|
|
2021
Q1 | $522K | Buy |
2,576
+164
| +7% | +$33.2K | 0.05% | 293 |
|
|
2020
Q4 | $536K | Buy |
+2,412
| New | +$536K | 0.06% | 254 |
|