TFA
Teamwork Financial Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,950
| Closed | -$1.21M | – | 269 |
|
|
2021
Q4 | $1.21M | Sell |
7,950
-2,841
| -26% | -$433K | 0.22% | 95 |
|
|
2021
Q3 | $2.78M | Buy |
10,791
+415
| +4% | +$107K | 0.55% | 30 |
|
|
2021
Q2 | $2.9M | Buy |
10,376
+194
| +2% | +$54.2K | 0.59% | 27 |
|
|
2021
Q1 | $2.06M | Sell |
10,182
-2,141
| -17% | -$433K | 0.48% | 37 |
|
|
2020
Q4 | $2.74M | Buy |
12,323
+2,227
| +22% | +$495K | 0.65% | 24 |
|
|
2020
Q3 | $2.17M | Buy |
10,096
+8,644
| +595% | +$1.86M | 0.67% | 20 |
|
|
2020
Q2 | $250K | Buy |
+1,452
| New | +$250K | 0.09% | 160 |
|