Compass Financial Advisors’s DocuSign DOCU Stock Holding History

Compass Financial Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$340K	Sell
2022 Q4	$325K	Sell
2022 Q3	$324K	Sell
2022 Q2	$395K	Buy
2022 Q1	$582K	Buy
2021 Q4	$620K	Buy