First Allied Advisory Services’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$1.9M Buy
8,805
+796
+10% +$171K 0.06% 307
2020
Q2
$1.38M Sell
8,009
-246
-3% -$42.4K 0.05% 365
2020
Q1
$763K Sell
8,255
-102
-1% -$9.43K 0.03% 469
2019
Q4
$621K Buy
8,357
+5,099
+157% +$379K 0.02% 634
2019
Q3
$201K Buy
+3,258
New +$201K 0.01% 1099