CWA
Carolina Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9
| Closed | -$733 | – | 287 |
|
|
2025
Q1 | $733 | Hold |
9
| – | – | ﹤0.01% | 259 |
|
|
2024
Q4 | $809 | Buy |
+9
| New | +$809 | ﹤0.01% | 269 |
|
|
2021
Q3 | – | Sell |
-30
| Closed | -$8K | – | 276 |
|
|
2021
Q2 | $8K | Hold |
30
| – | – | 0.01% | 197 |
|
|
2021
Q1 | $6K | Hold |
30
| – | – | ﹤0.01% | 230 |
|
|
2020
Q4 | $7K | Buy |
+30
| New | +$7K | 0.01% | 164 |
|