Operose Advisors’s DocuSign DOCU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-200
Closed -$11.1K 358
2022
Q4
$11.1K Buy
200
+100
+100% +$5.54K 0.01% 270
2022
Q3
$5K Buy
+100
New +$5K ﹤0.01% 303