LWANC
DOCU

Laurel Wealth Advisors (North Carolina)’s DocuSign DOCU Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-50
Closed -$2.97K – 641
2023
Q4 		$2.97K Hold
50
– – ﹤0.01% 491
2023
Q3 		$2.1K Hold
50
– – ﹤0.01% 508
2023
Q2 		$2.56K Hold
50
– – ﹤0.01% 506
2023
Q1 		$2.92K Hold
50
– – ﹤0.01% 490
2022
Q4 		$2.77K Hold
50
– – ﹤0.01% 468
2022
Q3 		$3K Sell
50
-100
-67% -$6.27K ﹤0.01% 457
2022
Q2 		$9K Sell
150
-7
-4% -$567 ﹤0.01% 393
2022
Q1 		$17K Hold
157
– – ﹤0.01% 362
2021
Q4 		$24K Buy
157
+100
+175% +$22.8K 0.01% 325
2021
Q3 		$15K Hold
57
– – ﹤0.01% 370
2021
Q2 		$16K Hold
57
– – ﹤0.01% 406
2021
Q1 		$12K Buy
57
+7
+14% +$1.62K ﹤0.01% 405
2020
Q4 		$11K Buy
+50
New +$11.2K ﹤0.01% 403

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