BWA
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Beam Wealth Advisors’s DocuSign DOCU Stock Holding History

Beam Wealth Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,091
Closed -$235K – 131
2020
Q3 		$235K Buy
+1,091
New +$235K 0.22% 108