LWA
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Lineweaver Wealth Advisors’s DocuSign DOCU Stock Holding History

Lineweaver Wealth Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-792
Closed -$203K – 137
2021
Q3 		$203K Hold
792
– – 0.06% 132
2021
Q2 		$221K Buy
+792
New +$221K 0.07% 114