PWP
Perfromance Wealth Partners’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,500
| Closed | -$204K | – | 193 |
|
|
2025
Q1 | $204K | Buy |
+2,500
| New | +$204K | 0.01% | 166 |
|
|
2022
Q4 | – | Sell |
-4,915
| Closed | -$263K | – | 167 |
|
|
2022
Q3 | $263K | Buy |
4,915
+436
| +10% | +$23.3K | 0.02% | 129 |
|
|
2022
Q2 | $257K | Sell |
4,479
-30
| -0.7% | -$1.72K | 0.01% | 136 |
|
|
2022
Q1 | $483K | Buy |
4,509
+349
| +8% | +$37.4K | 0.02% | 109 |
|
|
2021
Q4 | $634K | Buy |
+4,160
| New | +$634K | 0.03% | 105 |
|