SVWAG
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Sound View Wealth Advisors Group’s DocuSign DOCU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-934
Closed -$240K 292
2021
Q3
$240K Buy
934
+215
+30% +$55.2K 0.05% 262
2021
Q2
$201K Buy
+719
New +$201K 0.04% 278