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Bison Wealth’s DocuSign DOCU Stock Holding History

Bison Wealth’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,150
Closed -$435K – 467
2021
Q1 		$435K Buy
2,150
+135
+7% +$27.3K 0.19% 140
2020
Q4 		$448K Buy
+2,015
New +$448K 0.21% 117