WAP
DOCU

Wealthcare Advisory Partners’s DocuSign DOCU Stock Holding History

Wealthcare Advisory Partners’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
2024
Q1 		– Sell
-3,604
Closed -$214K – 810
2023
Q4 		$214K Sell
3,604
-1,888
-34% -$86.6K 0.01% 705
2023
Q3 		$231K Sell
5,492
-557
-9% -$27.3K 0.01% 617
2023
Q2 		$309K Sell
6,049
-1,351
-18% -$71.5K 0.01% 556
2023
Q1 		$431K Sell
7,400
-32
-0.4% -$1.91K 0.02% 495
2022
Q4 		$412K Sell
7,432
-125
-2% -$6.08K 0.02% 461
2022
Q3 		$404K Buy
7,557
+180
+2% +$11.3K 0.02% 414
2022
Q2 		$423K Sell
7,377
-2,551
-26% -$207K 0.03% 358
2022
Q1 		$1.06M Buy
9,928
+1,025
+12% +$118K 0.06% 184
2021
Q4 		$1.36M Sell
8,903
-3,228
-27% -$736K 0.08% 152
2021
Q3 		$3.12M Sell
12,131
-132
-1% -$38K 0.2% 72
2021
Q2 		$3.43M Buy
12,263
+1,010
+9% +$226K 0.23% 65
2021
Q1 		$2.28M Buy
11,253
+3,057
+37% +$709K 0.17% 83
2020
Q4 		$1.82M Sell
8,196
-149
-2% -$33.5K 0.16% 83
2020
Q3 		$1.8M Buy
8,345
+214
+3% +$44.4K 0.2% 69
2020
Q2 		$1.4M Buy
8,131
+1,462
+22% +$184K 0.17% 76
2020
Q1 		$616K Buy
6,669
+4,085
+158% +$329K 0.09% 129
2019
Q4 		$192K Hold
2,584
– – 0.02% 303
2019
Q3 		$160K Buy
2,584
+1,865
+259% +$97.7K 0.02% 312
2019
Q2 		$36K Buy
+719
New +$38.4K 0.01% 581

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