DWA
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Delap Wealth Advisory’s DocuSign DOCU Stock Holding History

Delap Wealth Advisory’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,488
Closed -$615K – 75
2024
Q2 		$615K Buy
11,488
+1,089
+10% +$58.3K 0.28% 41
2024
Q1 		$619K Buy
+10,399
New +$619K 0.25% 58