Intercontinental 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
Q1
Sell
-1,878
Closed -$417K 276
2020
Q4
$417K Buy
1,878
+102
+6% +$22.6K 0.1% 163
2020
Q3
$382K Buy
+1,776
New +$382K 0.11% 140