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WMG Financial Advisors’s DocuSign DOCU Stock Holding History

WMG Financial 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
2022
Q1 		– Sell
-1,663
Closed -$253K – 178
2021
Q4 		$253K Buy
+1,663
New +$253K 0.2% 135