CWM
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Castle Wealth Management’s DocuSign DOCU Stock Holding History

Castle Wealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,030
Closed -$55K – 243
2022
Q3 		$55K Buy
1,030
+150
+17% +$8.01K 0.03% 200
2022
Q2 		$50K Buy
+880
New +$50K 0.03% 214