WAM
DOCU

Wealthspire Advisors (Maryland)’s DocuSign DOCU Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-26
Closed -$1K – 874
2019
Q1 		$1K Buy
26
+2
+8% +$102 ﹤0.01% 2320
2018
Q4 		$1K Buy
24
+20
+500% +$840 ﹤0.01% 2255
2018
Q3 		$0 Buy
+4
New +$227 ﹤0.01% 2410

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