WR Wealth Planners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.94K | Sell |
66
-208
| -76% | -$18.7K | ﹤0.01% | 664 |
|
|
2024
Q3 | $17K | Sell |
274
-7
| -2% | -$435 | ﹤0.01% | 530 |
|
|
2024
Q2 | $15K | Sell |
281
-73
| -21% | -$3.91K | ﹤0.01% | 504 |
|
|
2024
Q1 | $21.1K | Buy |
+354
| New | +$21.1K | 0.01% | 441 |
|
|
2023
Q4 | – | Sell |
-387
| Closed | -$16.3K | – | 354 |
|
|
2023
Q3 | $16.3K | Sell |
387
-16
| -4% | -$672 | 0.01% | 459 |
|
|
2023
Q2 | $20.6K | Sell |
403
-2,371
| -85% | -$121K | 0.01% | 426 |
|
|
2023
Q1 | $162K | Buy |
2,774
+792
| +40% | +$46.2K | 0.07% | 179 |
|
|
2022
Q4 | $110K | Buy |
1,982
+656
| +49% | +$36.3K | 0.07% | 133 |
|
|
2022
Q3 | $70.9K | Buy |
1,326
+206
| +18% | +$11K | 0.05% | 141 |
|
|
2022
Q2 | $64.3K | Buy |
1,120
+187
| +20% | +$10.7K | 0.04% | 154 |
|
|
2022
Q1 | $99.9K | Buy |
+933
| New | +$99.9K | 0.06% | 134 |
|