WLPWM
Walled Lake Planning & Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-647
| Closed | -$167K | – | 156 |
|
|
2021
Q3 | $167K | Hold |
647
| – | – | 0.1% | 87 |
|
|
2021
Q2 | $181K | Hold |
647
| – | – | 0.12% | 80 |
|
|
2021
Q1 | $131K | Hold |
647
| – | – | 0.09% | 92 |
|
|
2020
Q4 | $144K | Hold |
647
| – | – | 0.11% | 81 |
|
|
2020
Q3 | $139K | Hold |
647
| – | – | 0.11% | 82 |
|
|
2020
Q2 | $111K | Hold |
647
| – | – | 0.09% | 87 |
|
|
2020
Q1 | $60K | Hold |
647
| – | – | 0.05% | 97 |
|
|
2019
Q4 | $48K | Buy |
+647
| New | +$48K | 0.03% | 115 |
|