CRWM
Castle Rock Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,355
| Closed | -$1.19M | – | 254 |
|
|
2021
Q3 | $1.19M | Buy |
4,355
+80
| +2% | +$21.9K | 0.41% | 75 |
|
|
2021
Q2 | $1.29M | Sell |
4,275
-607
| -12% | -$183K | 0.47% | 65 |
|
|
2021
Q1 | $1.08M | Buy |
4,882
+599
| +14% | +$133K | 0.44% | 78 |
|
|
2020
Q4 | $1.09M | Buy |
4,283
+94
| +2% | +$24K | 0.45% | 68 |
|
|
2020
Q3 | $914K | Buy |
4,189
+866
| +26% | +$189K | 0.6% | 57 |
|
|
2020
Q2 | $757K | Buy |
+3,323
| New | +$757K | 0.44% | 70 |
|