OPWM
Oxinas Partners Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-993
| Closed | -$256K | – | 160 |
|
|
2021
Q3 | $256K | Hold |
993
| – | – | 0.15% | 126 |
|
|
2021
Q2 | $278K | Sell |
993
-250
| -20% | -$70K | 0.16% | 119 |
|
|
2021
Q1 | $252K | Buy |
1,243
+36
| +3% | +$7.3K | 0.16% | 117 |
|
|
2020
Q4 | $268K | Buy |
+1,207
| New | +$268K | 0.2% | 98 |
|