PWAG
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Polaris Wealth Advisory Group’s DocuSign DOCU Stock Holding History

Polaris Wealth Advisory Group’s Portfolio DOCU Stock Details DOCU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-24,860
Closed -$4.45M – 160
2020
Q2 		$4.45M Sell
24,860
-7,905
-24% -$1.41M 0.35% 63
2020
Q1 		$3.03M Buy
+32,765
New +$3.03M 0.33% 55