PPW
DOCU

Parcion Private Wealth’s DocuSign DOCU Stock Holding History

Parcion Private Wealth’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
2022
Q4 		– Sell
-46,141
Closed -$2.47M – 200
2022
Q3 		$2.47M Buy
46,141
+2,305
+5% +$145K 0.28% 77
2022
Q2 		$2.83M Buy
+43,836
New +$3.55M 0.28% 81
2022
Q1 		– Sell
-48,914
Closed -$6.38M – 192
2021
Q4 		$6.38M Buy
48,914
+18,352
+60% +$4.18M 0.58% 45
2021
Q3 		$7.96M Buy
30,562
+3,713
+14% +$1.07M 0.71% 34
2021
Q2 		$7.51M Buy
26,849
+2,270
+9% +$508K 0.75% 29
2021
Q1 		$4.98M Buy
+24,579
New +$5.7M 0.56% 50

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