TP
Truvvo Partners’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,240
| Closed | -$577K | – | 17 |
|
|
2021
Q3 | $577K | Hold |
2,240
| – | – | 0.4% | 15 |
|
|
2021
Q2 | $626K | Hold |
2,240
| – | – | 0.43% | 13 |
|
|
2021
Q1 | $453K | Hold |
2,240
| – | – | 0.34% | 13 |
|
|
2020
Q4 | $498K | Hold |
2,240
| – | – | 0.33% | 13 |
|
|
2020
Q3 | $482K | Hold |
2,240
| – | – | 0.37% | 18 |
|
|
2020
Q2 | $386K | Hold |
2,240
| – | – | 0.3% | 28 |
|
|
2020
Q1 | $207K | Buy |
+2,240
| New | +$207K | 0.19% | 32 |
|