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WMS Partners’s DocuSign DOCU Stock Holding History

WMS Partners’s Portfolio DOCU Stock Details DOCU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-4,356
Closed -$217K – 222
2019
Q2 		$217K Hold
4,356
– – 0.05% 201
2019
Q1 		$226K Buy
+4,356
New +$226K 0.06% 177