WR Wealth Planners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.94K | Sell |
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|
2024
Q3 | $17K | Sell |
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2024
Q2 | $15K | Sell |
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|
2024
Q1 | $21.1K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $16.3K | Sell |
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|
2023
Q2 | $20.6K | Sell |
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|
2023
Q1 | $162K | Buy |
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|
2022
Q4 | $110K | Buy |
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|
2022
Q3 | $70.9K | Buy |
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|
2022
Q2 | $64.3K | Buy |
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|
2022
Q1 | $99.9K | Buy |
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