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Surevest’s DocuSign DOCU Stock Holding History

Surevest’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$757K Buy
14,166
+3,154
+29% +$169K 0.21% 102
2022
Q2 		$632K Buy
11,012
+4,885
+80% +$280K 0.17% 108
2022
Q1 		$656K Buy
+6,127
New +$656K 0.16% 107