CWC
Carolinas Wealth Consulting’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 | +$4.31K | ﹤0.01% | 715 |
|
|
2022
Q4 | – | Sell |
-113
| Closed | -$6K | – | 1079 |
|
|
2022
Q3 | $6K | Buy |
+113
| New | +$6K | ﹤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% | -$25.5K | ﹤0.01% | 549 |
|
|
2021
Q3 | $69K | Buy |
267
+222
| +493% | +$57.4K | 0.02% | 291 |
|
|
2021
Q2 | $13K | Sell |
45
-223
| -83% | -$64.4K | ﹤0.01% | 573 |
|
|
2021
Q1 | $54K | Buy |
268
+48
| +22% | +$9.67K | 0.01% | 349 |
|
|
2020
Q4 | $49K | Buy |
+220
| New | +$49K | 0.01% | 342 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$17K | – | 947 |
|
|
2020
Q2 | $17K | Buy |
+100
| New | +$17K | 0.01% | 297 |
|