Peterson 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	-805	Closed	-$207K	–	59
2021 Q3	$207K	Buy	805 +31	+4%	+$7.97K	0.16%	57
2021 Q2	$216K	Sell	774 -1,750	-69%	-$488K	0.17%	61
2021 Q1	$511K	Buy	+2,524	New	+$511K	0.43%	39