Stegent Equity Advisors’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,114
Closed -$334K 72
2022
Q1
$334K Sell
3,114
-993
-24% -$107K 0.28% 70
2021
Q4
$626K Buy
+4,107
New +$626K 0.51% 54