FFA
First Foundation Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,173
| Closed | -$447K | – | 412 |
|
|
2022
Q1 | $447K | Sell |
4,173
-879
| -17% | -$94.2K | 0.02% | 273 |
|
|
2021
Q4 | $769K | Buy |
5,052
+755
| +18% | +$115K | 0.03% | 222 |
|
|
2021
Q3 | $1.11M | Buy |
4,297
+192
| +5% | +$49.4K | 0.04% | 188 |
|
|
2021
Q2 | $1.15M | Sell |
4,105
-118
| -3% | -$33K | 0.04% | 201 |
|
|
2021
Q1 | $855K | Buy |
4,223
+55
| +1% | +$11.1K | 0.04% | 220 |
|
|
2020
Q4 | $927K | Buy |
4,168
+1,123
| +37% | +$250K | 0.04% | 197 |
|
|
2020
Q3 | $655K | Sell |
3,045
-434
| -12% | -$93.4K | 0.03% | 214 |
|
|
2020
Q2 | $599K | Sell |
3,479
-822
| -19% | -$142K | 0.03% | 212 |
|
|
2020
Q1 | $397K | Buy |
4,301
+554
| +15% | +$51.1K | 0.02% | 248 |
|
|
2019
Q4 | $278K | Hold |
3,747
| – | – | 0.01% | 301 |
|
|
2019
Q3 | $232K | Buy |
+3,747
| New | +$232K | 0.01% | 322 |
|
|
2019
Q1 | – | Sell |
-11,521
| Closed | -$462K | – | 342 |
|
|
2018
Q4 | $462K | Buy |
+11,521
| New | +$462K | 0.03% | 268 |
|