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Winnow Wealth’s DocuSign DOCU Stock Holding History

Winnow Wealth’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6
Closed -$487 – 307
2025
Q1 		$487 Buy
6
+1
+20% +$81 ﹤0.01% 507
2024
Q4 		$362 Buy
+5
New +$362 ﹤0.01% 492