Bay Harbor Wealth Management’s DocuSign DOCU Stock Holding History

Bay Harbor 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
2025 Q3	$360	Buy
2025 Q2	$233	Buy
2025 Q1	$162	Buy
2021 Q1	–	Sell
2020 Q4	$6K	Sell
2020 Q3	$20K	Buy