TPA
Trivium Point Advisory’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,637
| Closed | -$249K | – | 234 |
|
|
2021
Q4 | $249K | Sell |
1,637
-21
| -1% | -$3.19K | 0.05% | 210 |
|
|
2021
Q3 | $444K | Buy |
1,658
+150
| +10% | +$40.2K | 0.11% | 159 |
|
|
2021
Q2 | $422K | Buy |
1,508
+300
| +25% | +$84K | 0.11% | 161 |
|
|
2021
Q1 | $245K | Buy |
+1,208
| New | +$245K | 0.07% | 178 |
|