RWA
Roberts Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,439
| Closed | -$693K | – | 87 |
|
|
2022
Q3 | $693K | Buy |
13,439
+1,065
| +9% | +$54.9K | 0.34% | 65 |
|
|
2022
Q2 | $822K | Buy |
12,374
+709
| +6% | +$47.1K | 0.36% | 65 |
|
|
2022
Q1 | $1.27M | Buy |
11,665
+1,219
| +12% | +$132K | 0.5% | 57 |
|
|
2021
Q4 | $1.64M | Buy |
10,446
+209
| +2% | +$32.8K | 0.59% | 49 |
|
|
2021
Q3 | $2.64M | Buy |
+10,237
| New | +$2.64M | 1.04% | 33 |
|