Tyler-Stone Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-355
| Closed | -$19K | – | 444 |
|
|
2024
Q2 | $19K | Hold |
355
| – | – | 0.01% | 522 |
|
|
2024
Q1 | $21.1K | Hold |
355
| – | – | 0.01% | 504 |
|
|
2023
Q4 | $21.1K | Sell |
355
-300
| -46% | -$17.8K | 0.01% | 484 |
|
|
2023
Q3 | $28K | Sell |
655
-50
| -7% | -$2.14K | 0.02% | 425 |
|
|
2023
Q2 | $36K | Buy |
+705
| New | +$36K | 0.02% | 381 |
|
|
2022
Q4 | $29K | Buy |
530
+336
| +173% | +$18.4K | 0.02% | 395 |
|
|
2022
Q3 | $10K | Hold |
194
| – | – | 0.01% | 531 |
|
|
2022
Q2 | $11K | Hold |
194
| – | – | 0.01% | 530 |
|
|
2022
Q1 | $21K | Hold |
194
| – | – | 0.01% | 463 |
|
|
2021
Q4 | $30K | Buy |
+194
| New | +$30K | 0.02% | 432 |
|