Congress Wealth Management’s DocuSign DOCU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,988	Closed	-$213K	–	564
2022 Q1	$213K	Buy	1,988 +6	+0.3%	+$643	﹤0.01%	569
2021 Q4	$302K	Buy	+1,982	New	+$302K	0.01%	533