Clearstead Trust’s DocuSign DOCU Stock Holding History

Clearstead Trust’s Portfolio DOCU Stock Details DOCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.81K	Buy
2025 Q2	$2.26K	Sell
2025 Q1	$2.44K	Buy
2021 Q1	–	Sell
2020 Q4	$9K	Buy
2020 Q2	–	Sell
2020 Q1	$21K	Buy