TPCW
TD Private Client Wealth’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Buy |
218
+11
| +5% | +$857 | ﹤0.01% | 1012 |
|
|
2025
Q1 | $16.9K | Buy |
207
+3
| +1% | +$244 | ﹤0.01% | 958 |
|
|
2024
Q4 | $18.3K | Hold |
204
| – | – | ﹤0.01% | 987 |
|
|
2024
Q3 | $12.7K | Buy |
+204
| New | +$12.7K | ﹤0.01% | 1031 |
|
|
2022
Q4 | – | Sell |
-30
| Closed | -$1.6K | – | 1223 |
|
|
2022
Q3 | $1.6K | Sell |
30
-28
| -48% | -$1.5K | ﹤0.01% | 1125 |
|
|
2022
Q2 | $3.33K | Sell |
58
-31
| -35% | -$1.78K | ﹤0.01% | 1097 |
|
|
2022
Q1 | $9.53K | Sell |
89
-321
| -78% | -$34.4K | ﹤0.01% | 1043 |
|
|
2021
Q4 | $62.4K | Sell |
410
-8
| -2% | -$1.22K | ﹤0.01% | 711 |
|
|
2021
Q3 | $108K | Sell |
418
-33
| -7% | -$8.5K | ﹤0.01% | 626 |
|
|
2021
Q2 | $126K | Sell |
451
-132
| -23% | -$36.9K | 0.01% | 586 |
|
|
2021
Q1 | $118K | Sell |
583
-12,118
| -95% | -$2.45M | 0.01% | 577 |
|
|
2020
Q4 | $2.82M | Buy |
12,701
+1,444
| +13% | +$321K | 0.14% | 154 |
|
|
2020
Q3 | $2.42M | Sell |
11,257
-8,880
| -44% | -$1.91M | 0.14% | 165 |
|
|
2020
Q2 | $3.47M | Sell |
20,137
-1,240
| -6% | -$214K | 0.2% | 111 |
|
|
2020
Q1 | $1.98M | Buy |
21,377
+894
| +4% | +$82.6K | 0.14% | 149 |
|
|
2019
Q4 | $1.52M | Buy |
+20,483
| New | +$1.52M | 0.09% | 210 |
|