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BKS Advisors’s DocuSign DOCU Stock Holding History

BKS Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,500
Closed -$236K – 208
2018
Q3 		$236K Buy
+4,500
New +$236K 0.09% 186