SDWIA
DOCU icon

Schwarz Dygos Wheeler Investment Advisors’s DocuSign DOCU Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,657
Closed -$396K – 148
2023
Q4 		$396K Buy
+6,657
New +$396K 0.12% 105