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Wetzel Investment Advisors’s DocuSign DOCU Stock Holding History

Wetzel Investment Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-50
Closed -$2.98K – 314
2024
Q2 		$2.98K Hold
50
– – ﹤0.01% 673
2024
Q1 		$2.85K Hold
50
– – ﹤0.01% 779
2023
Q4 		$3K Buy
+50
New +$3K ﹤0.01% 773