AWM
DOCU

Atticus Wealth Management’s DocuSign DOCU Stock Holding History

Atticus 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
2023
Q2 		– Sell
-43
Closed -$2.51K – 592
2023
Q1 		$2.51K Hold
43
– – ﹤0.01% 462
2022
Q4 		$2.38K Hold
43
– – ﹤0.01% 456
2022
Q3 		$2K Hold
43
– – ﹤0.01% 496
2022
Q2 		$2K Buy
43
+18
+72% +$1.46K ﹤0.01% 529
2022
Q1 		$3K Buy
25
+15
+150% +$1.72K ﹤0.01% 492
2021
Q4 		$2K Sell
10
-1,130
-99% -$258K ﹤0.01% 413
2021
Q3 		$293K Sell
1,140
-46
-4% -$13.3K 0.13% 85
2021
Q2 		$332K Buy
1,186
+155
+15% +$34.7K 0.14% 88
2021
Q1 		$209K Sell
1,031
-556
-35% -$129K 0.1% 105
2020
Q4 		$353K Buy
1,587
+790
+99% +$177K 0.18% 72
2020
Q3 		$172K Buy
+797
New +$165K 0.1% 95

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