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Concurrent Investment Advisors’s DocuSign DOCU Stock Holding History

Concurrent Investment Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$223K Sell
2,864
-4,732
-62% -$369K ﹤0.01% 1212
2025
Q1 		$618K Buy
+7,596
New +$618K 0.02% 680