LFA
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Level Financial Advisors’s DocuSign DOCU Stock Holding History

Level Financial Advisors’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
Q3 		– Sell
-105
Closed -$6K – 266
2022
Q2 		$6K Buy
105
+5
+5% +$286 ﹤0.01% 203
2022
Q1 		$11K Buy
+100
New +$11K 0.01% 151