Strategic Wealth Partners’s DocuSign DOCU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-215	Closed	-$13	–	221
2019 Q3	$13	Buy	215 +135	+169%	+$8	﹤0.01%	475
2019 Q2	$3K	Hold	80	–	–	﹤0.01%	671
2019 Q1	$4K	Buy	+80	New	+$4K	﹤0.01%	668