PWM
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Partnership Wealth Management’s DocuSign DOCU Stock Holding History

Partnership Wealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-150
Closed -$8.03K – 195
2024
Q2 		$8.03K Hold
150
– – 0.01% 200
2024
Q1 		$8.93K Hold
150
– – 0.01% 194
2023
Q4 		$9.14K Buy
+150
New +$9.14K 0.01% 194