TBWA
DOCU

Three Bridge Wealth Advisors’s DocuSign DOCU Stock Holding History

Three Bridge Wealth Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-29,382
Closed -$1.23M – 97
2023
Q3 		$1.23M Hold
29,382
– – 0.51% 33
2023
Q2 		$1.5M Hold
29,382
– – 0.64% 29
2023
Q1 		$1.71M Hold
29,382
– – 0.79% 26
2022
Q4 		$1.63M Hold
29,382
– – 0.87% 25
2022
Q3 		$1.57M Hold
29,382
– – 0.8% 24
2022
Q2 		$1.69M Hold
29,382
– – 0.83% 22
2022
Q1 		$3.15M Buy
+29,382
New +$3.37M 0.88% 15

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