CWM
CarsonAllaria Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4K | Sell |
224
-39
| -15% | -$3.04K | 0.01% | 206 |
|
|
2025
Q1 | $21.4K | Buy |
263
+21
| +9% | +$1.71K | 0.01% | 187 |
|
|
2024
Q4 | $21.8K | Sell |
242
-13
| -5% | -$1.17K | 0.01% | 189 |
|
|
2024
Q3 | $15.8K | Hold |
255
| – | – | 0.01% | 225 |
|
|
2024
Q2 | $13.6K | Hold |
255
| – | – | 0.01% | 227 |
|
|
2024
Q1 | $15.2K | Buy |
255
+106
| +71% | +$6.31K | 0.01% | 213 |
|
|
2023
Q4 | $8.86K | Sell |
149
-43
| -22% | -$2.56K | 0.01% | 223 |
|
|
2023
Q3 | $8.06K | Sell |
192
-31
| -14% | -$1.3K | 0.01% | 225 |
|
|
2023
Q2 | $11.4K | Sell |
223
-3
| -1% | -$153 | 0.01% | 210 |
|
|
2023
Q1 | $13.2K | Sell |
226
-30
| -12% | -$1.75K | 0.01% | 192 |
|
|
2022
Q4 | $14K | Sell |
256
-1
| -0.4% | -$55 | 0.01% | 175 |
|
|
2022
Q3 | $14K | Sell |
257
-7
| -3% | -$381 | 0.01% | 168 |
|
|
2022
Q2 | $15K | Buy |
264
+15
| +6% | +$852 | 0.01% | 161 |
|
|
2022
Q1 | $27K | Sell |
249
-9
| -3% | -$976 | 0.02% | 145 |
|
|
2021
Q4 | $39K | Buy |
+258
| New | +$39K | 0.03% | 132 |
|