Icon Wealth Partners’s DocuSign DOCU Stock Holding History

Icon Wealth Partners’s Portfolio DOCU Stock Details DOCU Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$1.08M	Sell
2023 Q1	$1.3M	Buy
2022 Q2	$1.46M	Buy
2022 Q1	$2.42M	Buy
2021 Q4	$944K	Buy
2021 Q3	$331K	Buy
2021 Q2	$242K	Buy