WWM
Wagner Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-761
| Closed | -$41K | – | 366 |
|
|
2022
Q3 | $41K | Hold |
761
| – | – | 0.03% | 226 |
|
|
2022
Q2 | $44K | Buy |
+761
| New | +$44K | 0.04% | 216 |
|
|
2022
Q1 | – | Sell |
-19
| Closed | -$3K | – | 327 |
|
|
2021
Q4 | $3K | Sell |
19
-79
| -81% | -$12.5K | ﹤0.01% | 601 |
|
|
2021
Q3 | $27K | Buy |
+98
| New | +$27K | 0.02% | 334 |
|