Wealth Advisory Solutions’s DocuSign DOCU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,312
Closed -$291K 147
2020
Q4
$291K Sell
1,312
-107
-8% -$23.7K 0.08% 127
2020
Q3
$305K Sell
1,419
-799
-36% -$172K 0.08% 142
2020
Q2
$381K Buy
+2,218
New +$381K 0.11% 122