WP
DOCU

WealthPLAN Partners’s DocuSign DOCU Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-168
Closed -$8.58K – 506
2023
Q2 		$8.58K Sell
168
-51
-23% -$2.7K ﹤0.01% 817
2023
Q1 		$12.8K Buy
+219
New +$13.1K ﹤0.01% 806
2021
Q1 		– Sell
-2,318
Closed -$570K – 338
2020
Q4 		$570K Buy
2,318
+100
+5% +$22.5K 0.05% 200
2020
Q3 		$472K Buy
2,218
+35
+2% +$7.26K 0.05% 204
2020
Q2 		$435K Sell
2,183
-773
-26% -$97.4K 0.05% 202
2020
Q1 		$361K Buy
+2,956
New +$238K 0.05% 179

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NMO
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