9258 Wealth Management’s DocuSign DOCU Stock Holding History

9258 Wealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell
2022 Q1	$315K	Sell
2021 Q4	$461K	Buy
2021 Q3	$770K	Buy
2021 Q2	$735K	Buy
2021 Q1	$437K	Sell
2020 Q4	$998K	Sell
2020 Q3	$920K	Buy
2020 Q2	$314K	Buy