WCA
Westover Capital Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,197
| Closed | -$235K | – | 169 |
|
|
2022
Q1 | $235K | Sell |
2,197
-178
| -7% | -$19K | 0.07% | 166 |
|
|
2021
Q4 | $362K | Sell |
2,375
-229
| -9% | -$34.9K | 0.11% | 131 |
|
|
2021
Q3 | $670K | Sell |
2,604
-152
| -6% | -$39.1K | 0.21% | 88 |
|
|
2021
Q2 | $770K | Sell |
2,756
-441
| -14% | -$123K | 0.25% | 82 |
|
|
2021
Q1 | $647K | Sell |
3,197
-869
| -21% | -$176K | 0.22% | 87 |
|
|
2020
Q4 | $904K | Sell |
4,066
-70
| -2% | -$15.6K | 0.33% | 71 |
|
|
2020
Q3 | $890K | Sell |
4,136
-935
| -18% | -$201K | 0.37% | 67 |
|
|
2020
Q2 | $873K | Buy |
5,071
+160
| +3% | +$27.5K | 0.41% | 66 |
|
|
2020
Q1 | $454K | Buy |
+4,911
| New | +$454K | 0.25% | 81 |
|