Scholtz & Company’s DocuSign DOCU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,464	Closed	-$296K	–	74
2021 Q1	$296K	Sell	1,464 -44	-3%	-$8.9K	0.11%	63
2020 Q4	$335K	Buy	1,508 +96	+7%	+$21.3K	0.13%	65
2020 Q3	$304K	Buy	+1,412	New	+$304K	0.13%	59