SDH
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Sloy Dahl & Holst’s DocuSign DOCU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,477
Closed -$638K 86
2021
Q4
$638K Hold
2,477
0.14% 39
2021
Q3
$638K Sell
2,477
-3
-0.1% -$773 0.14% 39
2021
Q2
$693K Hold
2,480
0.09% 37
2021
Q1
$502K Buy
+2,480
New +$502K 0.07% 39
2020
Q4
Sell
-2,736
Closed -$596K 51
2020
Q3
$596K Buy
2,736
+755
+38% +$164K 0.23% 23
2020
Q2
$341K Buy
+1,981
New +$341K 0.16% 25