Avitas Wealth Management’s DocuSign DOCU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-14,108	Closed	-$701K	–	177
2019 Q2	$701K	Buy	14,108 +3,224	+30%	+$160K	0.2%	123
2019 Q1	$564K	Buy	+10,884	New	+$564K	0.16%	132
2018 Q4	–	Sell	-15,370	Closed	-$808K	–	156
2018 Q3	$808K	Buy	+15,370	New	+$808K	0.23%	121