PWS
Precision Wealth Strategies’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,185
| Closed | -$382K | – | 134 |
|
|
2022
Q2 | $382K | Buy |
6,185
+1,510
| +32% | +$93.3K | 0.3% | 75 |
|
|
2022
Q1 | $501K | Buy |
4,675
+1,850
| +65% | +$198K | 0.3% | 70 |
|
|
2021
Q4 | $430K | Buy |
2,825
+1,272
| +82% | +$194K | 0.31% | 94 |
|
|
2021
Q3 | $400K | Sell |
1,553
-51
| -3% | -$13.1K | 0.31% | 77 |
|
|
2021
Q2 | $448K | Sell |
1,604
-4
| -0.2% | -$1.12K | 0.39% | 44 |
|
|
2021
Q1 | $326K | Sell |
1,608
-12
| -0.7% | -$2.43K | 0.31% | 50 |
|
|
2020
Q4 | $360K | Buy |
+1,620
| New | +$360K | 0.39% | 34 |
|