Advisory Research’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,639
Closed -$282K 313
2020
Q2
$282K Sell
1,639
-2,920
-64% -$502K 0.03% 287
2020
Q1
$421K Sell
4,559
-2,162
-32% -$200K 0.03% 211
2019
Q4
$498K Buy
+6,721
New +$498K 0.02% 240