RPWA
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Regent Peak Wealth Advisors’s DocuSign DOCU Stock Holding History

Regent Peak Wealth Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-758
Closed -$226K – 170
2021
Q2 		$226K Buy
+758
New +$226K 0.06% 155
2021
Q1 		– Sell
-408
Closed -$91K – 360
2020
Q4 		$91K Buy
+408
New +$91K 0.03% 233