YorkBridge Wealth Partners’s DocuSign DOCU Stock Holding History

YorkBridge Wealth Partners’s Portfolio DOCU Stock Details DOCU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$2.19M	Sell
2022 Q3	$2.33M	Buy
2022 Q2	$2.43M	Buy
2022 Q1	$4.16M	Buy
2021 Q4	$702K	Buy