PWSG
Pacific Wealth Strategies Group’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,782
| Closed | -$1.49M | – | 79 |
|
|
2021
Q4 | $1.49M | Sell |
9,782
-609
| -6% | -$92.8K | 0.52% | 43 |
|
|
2021
Q3 | $2.68M | Buy |
10,391
+88
| +0.9% | +$22.7K | 0.99% | 33 |
|
|
2021
Q2 | $2.88M | Sell |
10,303
-6
| -0.1% | -$1.68K | 1.1% | 33 |
|
|
2021
Q1 | $2.09M | Buy |
10,309
+1,028
| +11% | +$208K | 0.88% | 38 |
|
|
2020
Q4 | $2.27M | Buy |
9,281
+4,632
| +100% | +$1.13M | 0.98% | 34 |
|
|
2020
Q3 | $1M | Buy |
+4,649
| New | +$1M | 0.53% | 46 |
|