WCA
DOCU

Westover Capital Advisors’s DocuSign DOCU Stock Holding History

Westover Capital Advisors’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
2022
Q2 		– Sell
-2,197
Closed -$235K – 169
2022
Q1 		$235K Sell
2,197
-178
-7% -$20.4K 0.07% 166
2021
Q4 		$362K Sell
2,375
-229
-9% -$52.2K 0.11% 131
2021
Q3 		$670K Sell
2,604
-152
-6% -$43.8K 0.21% 88
2021
Q2 		$770K Sell
2,756
-441
-14% -$98.6K 0.25% 82
2021
Q1 		$647K Sell
3,197
-869
-21% -$202K 0.22% 87
2020
Q4 		$904K Sell
4,066
-70
-2% -$15.7K 0.33% 71
2020
Q3 		$890K Sell
4,136
-935
-18% -$194K 0.37% 67
2020
Q2 		$873K Buy
5,071
+160
+3% +$20.2K 0.41% 66
2020
Q1 		$454K Buy
+4,911
New +$395K 0.25% 81

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