PWM
Purus Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,057
| Closed | -$207K | – | 117 |
|
|
2023
Q2 | $207K | Sell |
4,057
-240
| -6% | -$12.3K | 0.13% | 116 |
|
|
2023
Q1 | $251K | Sell |
4,297
-234
| -5% | -$13.6K | 0.2% | 98 |
|
|
2022
Q4 | $251K | Sell |
4,531
-296
| -6% | -$16.4K | 0.23% | 91 |
|
|
2022
Q3 | $258K | Sell |
4,827
-800
| -14% | -$42.8K | 0.24% | 86 |
|
|
2022
Q2 | $323K | Sell |
5,627
-26
| -0.5% | -$1.49K | 0.29% | 73 |
|
|
2022
Q1 | $606K | Sell |
5,653
-45
| -0.8% | -$4.82K | 0.42% | 58 |
|
|
2021
Q4 | $868K | Buy |
5,698
+33
| +0.6% | +$5.03K | 0.54% | 48 |
|
|
2021
Q3 | $1.46M | Buy |
5,665
+1,103
| +24% | +$284K | 1.01% | 26 |
|
|
2021
Q2 | $1.28M | Buy |
4,562
+11
| +0.2% | +$3.07K | 0.92% | 28 |
|
|
2021
Q1 | $921K | Buy |
4,551
+329
| +8% | +$66.6K | 0.77% | 31 |
|
|
2020
Q4 | $939K | Buy |
+4,222
| New | +$939K | 0.84% | 29 |
|