Mark Sheptoff Financial Planning’s DocuSign DOCU Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio DOCU Stock Details DOCU Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$2.73K	Sell
2025 Q1	$24.4K	Buy
2021 Q1	–	Sell
2020 Q4	$11K	Hold
2020 Q3	$11K	Buy