Shepherd Financial Partners’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
-6,299
Closed -$1.28M 148
2021
Q1
$1.28M Buy
+6,299
New +$1.28M 0.28% 71