Lee Financial Group Hawaii’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	-3,234	Closed	-$719K	–	31
2020 Q4	$719K	Sell	3,234 -97	-3%	-$21.6K	0.61%	27
2020 Q3	$717K	Buy	+3,331	New	+$717K	0.6%	29