CLA (CliftonLarsonAllen) Wealth Advisors’s DocuSign DOCU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,206
Closed -$568K 204
2021
Q3
$568K Sell
2,206
-41
-2% -$10.6K 0.02% 208
2021
Q2
$628K Buy
+2,247
New +$628K 0.03% 201