Palumbo Wealth Management’s DocuSign DOCU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,026	Closed	-$264K	–	95
2021 Q3	$264K	Sell	1,026 -460	-31%	-$118K	0.17%	82
2021 Q2	$415K	Sell	1,486 -45	-3%	-$12.6K	0.28%	71
2021 Q1	$310K	Buy	+1,531	New	+$310K	0.23%	77