WealthShield Partners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,893
| Closed | -$288K | – | 345 |
|
|
2021
Q4 | $288K | Buy |
+1,893
| New | +$288K | 0.05% | 239 |
|
|
2021
Q3 | – | Sell |
-192
| Closed | -$54K | – | 350 |
|
|
2021
Q2 | $54K | Sell |
192
-200
| -51% | -$56.3K | 0.01% | 463 |
|
|
2021
Q1 | $79K | Buy |
+392
| New | +$79K | 0.01% | 376 |
|