SCP
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Stamos Capital Partners’s DocuSign DOCU Stock Holding History

Stamos Capital Partners’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9,150
Closed -$507K – 113
2022
Q4 		$507K Sell
9,150
-530
-5% -$29.4K 0.16% 97
2022
Q3 		$518K Buy
9,680
+5,880
+155% +$315K 0.13% 124
2022
Q2 		$218K Hold
3,800
– – 0.07% 116
2022
Q1 		$407K Buy
+3,800
New +$407K 0.14% 84