RWA
Ropes Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $855K | Hold |
20,349
| – | – | 0.17% | 112 |
|
|
2023
Q2 | $1.04M | Hold |
20,349
| – | – | 0.17% | 116 |
|
|
2023
Q1 | $1.19M | Hold |
20,349
| – | – | 0.21% | 103 |
|
|
2022
Q4 | $1.13M | Hold |
20,349
| – | – | 0.2% | 107 |
|
|
2022
Q3 | $1.09M | Hold |
20,349
| – | – | 0.23% | 99 |
|
|
2022
Q2 | $1.17M | Hold |
20,349
| – | – | 0.24% | 97 |
|
|
2022
Q1 | $2.18M | Buy |
20,349
+5,092
| +33% | +$546K | 0.37% | 69 |
|
|
2021
Q4 | $2.32M | Buy |
+15,257
| New | +$2.32M | 0.41% | 59 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$15K | – | 555 |
|
|
2019
Q2 | $15K | Buy |
+300
| New | +$15K | ﹤0.01% | 453 |
|