MW
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Milestone Wealth’s DocuSign DOCU Stock Holding History

Milestone Wealth’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 		$19K Hold
361
– – 0.02% 149
2022
Q2 		$21K Hold
361
– – 0.02% 141
2022
Q1 		$55K Hold
361
– – 0.04% 124
2021
Q4 		$55K Buy
+361
New +$55K 0.04% 124