Foster Victor Wealth Advisors’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,100
Closed -$308K 141
2021
Q2
$308K Hold
1,100
0.05% 117
2021
Q1
$246K Buy
1,100
+500
+83% +$112K 0.05% 124
2020
Q4
$133K Hold
600
0.03% 129
2020
Q3
$129K Buy
+600
New +$129K 0.04% 130