TA
Tiedemann Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,043
| Closed | -$335K | – | 250 |
|
|
2022
Q4 | $335K | Hold |
6,043
| – | – | 0.02% | 187 |
|
|
2022
Q3 | $323K | Buy |
+6,043
| New | +$323K | 0.02% | 180 |
|
|
2021
Q3 | – | Sell |
-750
| Closed | -$210K | – | 310 |
|
|
2021
Q2 | $210K | Buy |
+750
| New | +$210K | 0.01% | 342 |
|