CWC
DOCU

Carolinas Wealth Consulting’s DocuSign DOCU Stock Holding History

Carolinas Wealth Consulting’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-74
Closed -$2.88K – 1009
2023
Q3 		$2.88K Hold
74
– – ﹤0.01% 695
2023
Q2 		$3.78K Hold
74
– – ﹤0.01% 723
2023
Q1 		$4.31K Buy
+74
New +$4.41K ﹤0.01% 715
2022
Q4 		– Sell
-113
Closed -$6K – 1079
2022
Q3 		$6K Buy
+113
New +$7.08K ﹤0.01% 640
2022
Q2 		– Sell
-99
Closed -$11K – 898
2022
Q1 		$11K Hold
99
– – ﹤0.01% 593
2021
Q4 		$15K Sell
99
-168
-63% -$38.3K ﹤0.01% 549
2021
Q3 		$69K Buy
267
+222
+493% +$64K 0.02% 291
2021
Q2 		$13K Sell
45
-223
-83% -$49.9K ﹤0.01% 573
2021
Q1 		$54K Buy
268
+48
+22% +$11.1K 0.01% 349
2020
Q4 		$49K Buy
+220
New +$49.4K 0.01% 342
2020
Q3 		– Sell
-100
Closed -$17K – 947
2020
Q2 		$17K Buy
+100
New +$12.6K 0.01% 297

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