ZRP
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Zynergy Retirement Planning’s DocuSign DOCU Stock Holding History

Zynergy Retirement Planning’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
-557
Closed -$50.1K – 49
2025
Q1 		$50.1K Hold
557
– – 0.04% 44
2024
Q4 		$34.6K Hold
557
– – 0.02% 50
2024
Q3 		$34.6K Hold
557
– – 0.02% 50
2024
Q2 		$29.8K Buy
+557
New +$29.8K 0.02% 54