CWA
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Core Wealth Advisors’s DocuSign DOCU Stock Holding History

Core Wealth Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,560
Closed -$916K – 213
2021
Q3 		$916K Buy
+3,560
New +$916K 0.61% 24