PFWA
DOCU

Paces Ferry Wealth Advisors’s DocuSign DOCU Stock Holding History

Paces Ferry Wealth Advisors’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
2021
Q4 		– Sell
-1,677
Closed -$432K – 115
2021
Q3 		$432K Hold
1,677
– – 0.34% 68
2021
Q2 		$469K Sell
1,677
-7
-0.4% -$1.56K 0.36% 68
2021
Q1 		$341K Buy
1,684
+503
+43% +$117K 0.3% 78
2020
Q4 		$263K Buy
1,181
+110
+10% +$24.7K 0.24% 86
2020
Q3 		$231K Buy
+1,071
New +$222K 0.2% 90

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