CWA
Canvas Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,829
| Closed | -$315K | – | 129 |
|
|
2023
Q3 | $315K | Buy |
7,829
+3,305
| +73% | +$133K | 0.13% | 91 |
|
|
2023
Q2 | $234K | Buy |
+4,524
| New | +$234K | 0.09% | 119 |
|
|
2023
Q1 | – | Sell |
-3,965
| Closed | -$228K | – | 142 |
|
|
2022
Q4 | $228K | Sell |
3,965
-1,288
| -25% | -$74.1K | 0.1% | 130 |
|
|
2022
Q3 | $257K | Sell |
5,253
-13,401
| -72% | -$656K | 0.11% | 105 |
|
|
2022
Q2 | $1.07M | Sell |
18,654
-13,810
| -43% | -$792K | 0.43% | 52 |
|
|
2022
Q1 | $2.73M | Buy |
32,464
+19,087
| +143% | +$1.6M | 0.99% | 27 |
|
|
2021
Q4 | $2.04M | Sell |
13,377
-12,292
| -48% | -$1.87M | 0.73% | 36 |
|
|
2021
Q3 | $6.61M | Buy |
25,669
+1,833
| +8% | +$472K | 2.7% | 7 |
|
|
2021
Q2 | $6.66M | Buy |
23,836
+5,635
| +31% | +$1.58M | 2.99% | 7 |
|
|
2021
Q1 | $3.89M | Buy |
+18,201
| New | +$3.89M | 2.27% | 11 |
|