MWM
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Minot Wealth Management’s DocuSign DOCU Stock Holding History

Minot Wealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,875
Closed -$861K – 203
2020
Q4 		$861K Buy
3,875
+2,575
+198% +$572K 0.26% 86
2020
Q3 		$280K Buy
+1,300
New +$280K 0.11% 116