TW
Transform Wealth’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-881
| Closed | -$246K | – | 225 |
|
|
2021
Q2 | $246K | Buy |
+881
| New | +$246K | 0.03% | 210 |
|
|
2019
Q3 | – | Sell |
-15,000
| Closed | -$746K | – | 217 |
|
|
2019
Q2 | $746K | Hold |
15,000
| – | – | 0.11% | 152 |
|
|
2019
Q1 | $778K | Hold |
15,000
| – | – | 0.14% | 119 |
|
|
2018
Q4 | $601K | Buy |
+15,000
| New | +$601K | 0.12% | 128 |
|