Sheets Smith Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,467
| Closed | -$378K | – | 382 |
|
|
2021
Q3 | $378K | Buy |
1,467
+6
| +0.4% | +$1.55K | 0.05% | 260 |
|
|
2021
Q2 | $408K | Buy |
+1,461
| New | +$408K | 0.06% | 253 |
|
|
2021
Q1 | – | Sell |
-2,107
| Closed | -$468K | – | 336 |
|
|
2020
Q4 | $468K | Sell |
2,107
-18
| -0.8% | -$4K | 0.07% | 207 |
|
|
2020
Q3 | $457K | Buy |
+2,125
| New | +$457K | 0.08% | 192 |
|