BFWA
DOCU icon

Benchmark Financial Wealth Advisors’s DocuSign DOCU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,151
Closed -$256K 66
2020
Q4
$256K Buy
1,151
+171
+17% +$38K 0.14% 53
2020
Q3
$211K Buy
+980
New +$211K 0.14% 56