AWM
DOCU

Affinity Wealth Management’s DocuSign DOCU Stock Holding History

Affinity 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
2021
Q4 		– Sell
-22,293
Closed -$5.45M – 112
2021
Q3 		$5.45M Buy
22,293
+488
+2% +$141K 1.07% 22
2021
Q2 		$6.6M Buy
21,805
+112
+0.5% +$25K 1.31% 23
2021
Q1 		$4.82M Sell
21,693
-162
-0.7% -$37.6K 0.98% 24
2020
Q4 		$5.61M Buy
21,855
+618
+3% +$139K 1.18% 22
2020
Q3 		$4.74M Sell
21,237
-29
-0.1% -$6.02K 1.28% 18
2020
Q2 		$4.61M Buy
+21,266
New +$2.68M 5.82% 3
2020
Q1 		– Sell
-13,269
Closed -$983K – 64
2019
Q4 		$983K Buy
+13,269
New +$912K 0.36% 49

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State Street
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American Century Companies
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