SWM
Sugarloaf Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-100
| Closed | -$20 | – | 752 |
|
|
2021
Q1 | $20 | Hold |
100
| – | – | 0.01% | 403 |
|
|
2020
Q4 | $22K | Hold |
100
| – | – | 0.01% | 363 |
|
|
2020
Q3 | $22K | Buy |
+100
| New | +$22K | 0.01% | 339 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$9K | – | 683 |
|
|
2020
Q1 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 442 |
|