RIA
DOCU

Realta Investment Advisors’s DocuSign DOCU Stock Holding History

Realta Investment Advisors’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
Q2 		– Sell
-2,221
Closed -$238K – 401
2022
Q1 		$238K Sell
2,221
-455
-17% -$52.2K 0.05% 344
2021
Q4 		$408K Buy
2,676
+473
+21% +$108K 0.09% 251
2021
Q3 		$567K Sell
2,203
-1,570
-42% -$452K 0.13% 184
2021
Q2 		$1.05M Sell
3,773
-1,295
-26% -$290K 0.25% 100
2021
Q1 		$1.03M Sell
5,068
-1,274
-20% -$295K 0.27% 97
2020
Q4 		$1.41M Buy
6,342
+627
+11% +$141K 0.4% 54
2020
Q3 		$1.23M Buy
+5,715
New +$1.19M 0.41% 51

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