CWM
Cedar Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-214
| Closed | -$11.4K | – | 276 |
|
|
2024
Q2 | $11.4K | Hold |
214
| – | – | ﹤0.01% | 224 |
|
|
2024
Q1 | $12.7K | Hold |
214
| – | – | ﹤0.01% | 243 |
|
|
2023
Q4 | $12.7K | Hold |
214
| – | – | ﹤0.01% | 217 |
|
|
2023
Q3 | $8.99K | Hold |
214
| – | – | ﹤0.01% | 232 |
|
|
2023
Q2 | $10.9K | Hold |
214
| – | – | ﹤0.01% | 236 |
|
|
2023
Q1 | $12.5K | Hold |
214
| – | – | 0.01% | 224 |
|
|
2022
Q4 | $11.9K | Hold |
214
| – | – | 0.01% | 223 |
|
|
2022
Q3 | $11K | Hold |
214
| – | – | 0.01% | 246 |
|
|
2022
Q2 | $12K | Hold |
214
| – | – | 0.01% | 257 |
|
|
2022
Q1 | $23K | Buy |
214
+1
| +0.5% | +$107 | 0.01% | 236 |
|
|
2021
Q4 | $32K | Buy |
+213
| New | +$32K | 0.01% | 212 |
|