SWM
Segment Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,588
| Closed | -$920K | – | 223 |
|
|
2022
Q1 | $920K | Buy |
8,588
+5,189
| +153% | +$556K | 0.09% | 124 |
|
|
2021
Q4 | $518K | Sell |
3,399
-2,082
| -38% | -$317K | 0.05% | 162 |
|
|
2021
Q3 | $1.41M | Hold |
5,481
| – | – | 0.17% | 99 |
|
|
2021
Q2 | $1.53M | Hold |
5,481
| – | – | 0.18% | 98 |
|
|
2021
Q1 | $1.11M | Buy |
5,481
+430
| +9% | +$87.1K | 0.15% | 104 |
|
|
2020
Q4 | $1.12M | Buy |
5,051
+95
| +2% | +$21.1K | 0.16% | 98 |
|
|
2020
Q3 | $1.07M | Buy |
+4,956
| New | +$1.07M | 0.17% | 100 |
|