JWM
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JFG Wealth Management’s DocuSign DOCU Stock Holding History

JFG 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
2024
Q1 		– Sell
-6,000
Closed -$357K – 65
2023
Q4 		$357K Buy
+6,000
New +$357K 0.1% 51