JPWM
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Jamison Private Wealth Management’s DocuSign DOCU Stock Holding History

Jamison Private Wealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-73
Closed -$3.07K – 399
2023
Q3 		$3.07K Buy
+73
New +$3.07K ﹤0.01% 353