MSWA
DOCU icon

Marshall & Sterling Wealth Advisors’s DocuSign DOCU Stock Holding History

Marshall & Sterling Wealth 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
2025
Q2 		$4.28K Buy
55
+35
+175% +$2.73K ﹤0.01% 500
2025
Q1 		$1.63K Hold
20
– – ﹤0.01% 554
2024
Q4 		$1.8K Buy
+20
New +$1.8K ﹤0.01% 312