CWM
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Circle Wealth Management’s DocuSign DOCU Stock Holding History

Circle Wealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,820
Closed -$277K – 191
2021
Q4 		$277K Buy
+1,820
New +$277K 0.04% 172