GBWM
DOCU

Granite Bay Wealth Management’s DocuSign DOCU Stock Holding History

Granite Bay Wealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-216,617
Closed -$9.89M – 121
2023
Q4 		$9.89M Sell
216,617
-13,383
-6% -$614K 0.09% 80
2023
Q3 		$11.3M Buy
+230,000
New +$11.3M 0.11% 78
2023
Q2 		– Sell
-4,100
Closed -$239K – 51
2023
Q1 		$239K Buy
4,100
+18
+0.4% +$1.07K 0.17% 64
2022
Q4 		$226K Sell
4,082
-509
-11% -$24.8K 0.15% 59
2022
Q3 		$245K Buy
4,591
+225
+5% +$14.1K 0.2% 50
2022
Q2 		$251K Buy
4,366
+329
+8% +$26.6K 0.19% 49
2022
Q1 		$432K Buy
4,037
+1,355
+51% +$156K 0.35% 38
2021
Q4 		$408K Buy
+2,682
New +$611K 0.4% 35

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