BWM
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BT Wealth Management’s DocuSign DOCU Stock Holding History

BT Wealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,000
Closed -$202K – 60
2021
Q1 		$202K Sell
1,000
-500
-33% -$101K 0.07% 60
2020
Q4 		$333K Buy
1,500
+200
+15% +$44.4K 0.12% 46
2020
Q3 		$280K Buy
+1,300
New +$280K 0.12% 45