RWB
RMR Wealth Builders’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Hold |
9,108
| – | – | 0.06% | 142 |
|
|
2025
Q1 | $741K | Hold |
9,108
| – | – | 0.08% | 125 |
|
|
2024
Q4 | $819K | Hold |
9,108
| – | – | 0.08% | 122 |
|
|
2024
Q3 | $566K | Sell |
9,108
-67
| -0.7% | -$4.16K | 0.06% | 143 |
|
|
2024
Q2 | $491K | Hold |
9,175
| – | – | 0.06% | 152 |
|
|
2024
Q1 | $546K | Sell |
9,175
-71
| -0.8% | -$4.23K | 0.07% | 145 |
|
|
2023
Q4 | $550K | Buy |
9,246
+21
| +0.2% | +$1.25K | 0.08% | 135 |
|
|
2023
Q3 | $387K | Sell |
9,225
-340
| -4% | -$14.3K | 0.06% | 160 |
|
|
2023
Q2 | $489K | Buy |
9,565
+1,393
| +17% | +$71.2K | 0.08% | 117 |
|
|
2023
Q1 | $476K | Hold |
8,172
| – | – | 0.09% | 111 |
|
|
2022
Q4 | $453K | Sell |
8,172
-400
| -5% | -$22.2K | 0.1% | 104 |
|
|
2022
Q3 | $458K | Buy |
+8,572
| New | +$458K | 0.11% | 99 |
|
|
2022
Q2 | – | Sell |
-2,070
| Closed | -$222K | – | 200 |
|
|
2022
Q1 | $222K | Buy |
+2,070
| New | +$222K | 0.05% | 188 |
|
|
2021
Q4 | – | Sell |
-1,454
| Closed | -$374K | – | 145 |
|
|
2021
Q3 | $374K | Buy |
1,454
+33
| +2% | +$8.49K | 0.11% | 117 |
|
|
2021
Q2 | $397K | Sell |
1,421
-968
| -41% | -$270K | 0.13% | 112 |
|
|
2021
Q1 | $484K | Buy |
2,389
+1,047
| +78% | +$212K | 0.13% | 100 |
|
|
2020
Q4 | $298K | Sell |
1,342
-1,258
| -48% | -$279K | 0.15% | 109 |
|
|
2020
Q3 | $560K | Buy |
2,600
+1,289
| +98% | +$278K | 0.15% | 108 |
|
|
2020
Q2 | $226K | Buy |
+1,311
| New | +$226K | 0.2% | 103 |
|