Wallace Advisory Group’s DocuSign DOCU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,863	Closed	-$248K	–	169
2023 Q3	$248K	Sell	4,863 -9	-0.2%	-$460	0.18%	139
2023 Q2	$284K	Hold	4,872	–	–	0.22%	122
2023 Q1	$284K	Buy	+4,872	New	+$284K	0.22%	122