TRUE Private Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,807
| Closed | -$465K | – | 270 |
|
|
2021
Q3 | $465K | Buy |
1,807
+315
| +21% | +$81.1K | 0.07% | 150 |
|
|
2021
Q2 | $417K | Buy |
1,492
+52
| +4% | +$14.5K | 0.06% | 150 |
|
|
2021
Q1 | $292K | Buy |
1,440
+21
| +1% | +$4.26K | 0.05% | 177 |
|
|
2020
Q4 | $315K | Buy |
1,419
+344
| +32% | +$76.4K | 0.05% | 156 |
|
|
2020
Q3 | $231K | Buy |
1,075
+975
| +975% | +$210K | 0.04% | 172 |
|
|
2020
Q2 | $17K | Hold |
100
| – | – | ﹤0.01% | 426 |
|
|
2020
Q1 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 460 |
|