SW
Simplicity Wealth’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,785
| Closed | -$1.61M | – | 612 |
|
|
2025
Q1 | $1.61M | Buy |
+19,785
| New | +$1.61M | 0.13% | 185 |
|
|
2024
Q4 | – | Sell |
-10,232
| Closed | -$635K | – | 387 |
|
|
2024
Q3 | $635K | Buy |
10,232
+52
| +0.5% | +$3.23K | 0.06% | 257 |
|
|
2024
Q2 | $545K | Buy |
10,180
+43
| +0.4% | +$2.3K | 0.01% | 720 |
|
|
2024
Q1 | $604K | Buy |
+10,137
| New | +$604K | 0.01% | 669 |
|