TBWA
Three Bridge Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-29,382
| Closed | -$1.23M | – | 97 |
|
|
2023
Q3 | $1.23M | Hold |
29,382
| – | – | 0.51% | 33 |
|
|
2023
Q2 | $1.5M | Hold |
29,382
| – | – | 0.64% | 29 |
|
|
2023
Q1 | $1.71M | Hold |
29,382
| – | – | 0.79% | 26 |
|
|
2022
Q4 | $1.63M | Hold |
29,382
| – | – | 0.87% | 25 |
|
|
2022
Q3 | $1.57M | Hold |
29,382
| – | – | 0.8% | 24 |
|
|
2022
Q2 | $1.69M | Hold |
29,382
| – | – | 0.83% | 22 |
|
|
2022
Q1 | $3.15M | Buy |
+29,382
| New | +$3.15M | 0.88% | 15 |
|