MWC
DOCU

MBM Wealth Consultants’s DocuSign DOCU Stock Holding History

MBM Wealth Consultants’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10
Closed -$1K – 284
2022
Q1 		$1K Hold
10
– – ﹤0.01% 295
2021
Q4 		$2K Hold
10
– – ﹤0.01% 269
2021
Q3 		$3K Hold
10
– – ﹤0.01% 259
2021
Q2 		$3K Hold
10
– – ﹤0.01% 242
2021
Q1 		$2K Hold
10
– – ﹤0.01% 237
2020
Q4 		$2K Hold
10
– – ﹤0.01% 214
2020
Q3 		$2K Buy
+10
New +$2.08K ﹤0.01% 205
2019
Q1 		– Sell
-19,048
Closed -$763K – 221
2018
Q4 		$763K Buy
+19,048
New +$800K 0.74% 36

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