KMWM
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Keudell/Morrison Wealth Management’s DocuSign DOCU Stock Holding History

Keudell/Morrison 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
2022
Q2 		– Sell
-2,273
Closed -$243K – 174
2022
Q1 		$243K Buy
+2,273
New +$243K 0.1% 158