YorkBridge Wealth Partners’s DocuSign DOCU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$2.19M	Sell	39,502 -4,064	-9%	-$225K	0.56%	51
2022 Q3	$2.33M	Buy	43,566 +1,153	+3%	+$61.6K	0.6%	43
2022 Q2	$2.43M	Buy	42,413 +3,561	+9%	+$204K	0.64%	40
2022 Q1	$4.16M	Buy	38,852 +34,241	+743%	+$3.67M	0.91%	25
2021 Q4	$702K	Buy	+4,611	New	+$702K	0.16%	110