TD Private Client Wealth’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.6K | Sell |
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|
2025
Q2 | $17K | Buy |
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|
2025
Q1 | $16.9K | Buy |
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|
2024
Q4 | $18.3K | Hold |
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|
2024
Q3 | $12.7K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.6K | Sell |
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|
2022
Q2 | $3.33K | Sell |
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|
2022
Q1 | $9.53K | Sell |
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|
2021
Q4 | $62.4K | Sell |
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|
2021
Q3 | $108K | Sell |
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|
2021
Q2 | $126K | Sell |
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|
2021
Q1 | $118K | Sell |
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|
2020
Q4 | $2.82M | Buy |
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|
2020
Q3 | $2.42M | Sell |
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|
2020
Q2 | $3.47M | Sell |
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|
2020
Q1 | $1.98M | Buy |
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|
2019
Q4 | $1.52M | Buy |
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