Private Advisory Group’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
-2,871
Closed -$739K 152
2021
Q3
$739K Buy
+2,871
New +$739K 0.18% 81
2020
Q3
Sell
-2,762
Closed -$476K 106
2020
Q2
$476K Buy
+2,762
New +$476K 0.19% 75