TFO Wealth Partners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-216
| Closed | -$11K | – | 969 |
|
|
2023
Q3 | $11K | Buy |
216
+7
| +3% | +$358 | ﹤0.01% | 160 |
|
|
2023
Q2 | $10.7K | Buy |
+209
| New | +$10.7K | ﹤0.01% | 151 |
|
|
2022
Q3 | – | Sell |
-13
| Closed | -$1K | – | 230 |
|
|
2022
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 394 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$61K | – | 121 |
|
|
2021
Q1 | $61K | Buy |
+300
| New | +$61K | 0.02% | 68 |
|