WA
Wealth Alliance’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,544
| Closed | -$236K | – | 451 |
|
|
2021
Q4 | $236K | Buy |
1,544
+467
| +43% | +$71.4K | 0.05% | 384 |
|
|
2021
Q3 | $277K | Buy |
1,077
+96
| +10% | +$24.7K | 0.06% | 334 |
|
|
2021
Q2 | $274K | Sell |
981
-115
| -10% | -$32.1K | 0.06% | 347 |
|
|
2021
Q1 | $222K | Sell |
1,096
-851
| -44% | -$172K | 0.06% | 360 |
|
|
2020
Q4 | $433K | Buy |
1,947
+200
| +11% | +$44.5K | 0.13% | 193 |
|
|
2020
Q3 | $376K | Sell |
1,747
-868
| -33% | -$187K | 0.14% | 182 |
|
|
2020
Q2 | $450K | Sell |
2,615
-270
| -9% | -$46.5K | 0.18% | 140 |
|
|
2020
Q1 | $267K | Buy |
+2,885
| New | +$267K | 0.14% | 176 |
|