WWM
WT Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,450
| Closed | -$1.23M | – | 108 |
|
|
2022
Q1 | $1.23M | Buy |
11,450
+2,198
| +24% | +$236K | 0.47% | 70 |
|
|
2021
Q4 | $1.41M | Buy |
9,252
+3,354
| +57% | +$511K | 0.52% | 66 |
|
|
2021
Q3 | $1.52M | Sell |
5,898
-607
| -9% | -$156K | 0.59% | 57 |
|
|
2021
Q2 | $1.82M | Buy |
6,505
+851
| +15% | +$238K | 0.74% | 43 |
|
|
2021
Q1 | $1.15M | Sell |
5,654
-271
| -5% | -$54.9K | 0.53% | 58 |
|
|
2020
Q4 | $1.32M | Buy |
5,925
+1,734
| +41% | +$385K | 0.72% | 51 |
|
|
2020
Q3 | $902K | Sell |
4,191
-938
| -18% | -$202K | 0.6% | 49 |
|
|
2020
Q2 | $883K | Sell |
5,129
-1,063
| -17% | -$183K | 0.71% | 32 |
|
|
2020
Q1 | $572K | Sell |
6,192
-1,440
| -19% | -$133K | 0.6% | 37 |
|
|
2019
Q4 | $565K | Sell |
7,632
-1,507
| -16% | -$112K | 0.43% | 45 |
|
|
2019
Q3 | $565K | Buy |
+9,139
| New | +$565K | 0.49% | 46 |
|