AWM
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Aviso Wealth Management’s DocuSign DOCU Stock Holding History

Aviso Wealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,830
Closed -$228K – 152
2024
Q1 		$228K Sell
3,830
-148
-4% -$8.81K 0.14% 133
2023
Q4 		$236K Buy
+3,978
New +$236K 0.17% 126