WKWM
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Walter & Keenan Wealth Management’s DocuSign DOCU Stock Holding History

Walter & Keenan Wealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,218
Closed -$314K – 150
2021
Q3 		$314K Buy
+1,218
New +$314K 0.11% 120