LTFS
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Ladenburg Thalmann Financial Services’s DocuSign DOCU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$27.4M Sell
369,656
-16,273
-4% -$1.2M 0.17% 128
2019
Q3
$23.9M Sell
385,929
-15,232
-4% -$943K 0.16% 133
2019
Q2
$20.3M Buy
401,161
+14,507
+4% +$733K 0.15% 149
2019
Q1
$20M Buy
386,654
+241,069
+166% +$12.5M 0.15% 147
2018
Q4
$5.84M Buy
145,585
+124,407
+587% +$4.99M 0.05% 330
2018
Q3
$1.11M Buy
+21,178
New +$1.11M 0.01% 1063