Ropes Wealth Advisors’s DocuSign DOCU Stock Holding History

Ropes Wealth 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
2023 Q3	$855K	Hold
2023 Q2	$1.04M	Hold
2023 Q1	$1.19M	Hold
2022 Q4	$1.13M	Hold
2022 Q3	$1.09M	Hold
2022 Q2	$1.17M	Hold
2022 Q1	$2.18M	Buy
2021 Q4	$2.32M	Buy
2019 Q3	–	Sell
2019 Q2	$15K	Buy