CWM
Centric Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-941
| Closed | -$242K | – | 154 |
|
|
2021
Q3 | $242K | Hold |
941
| – | – | 0.09% | 136 |
|
|
2021
Q2 | $263K | Buy |
+941
| New | +$263K | 0.09% | 130 |
|
|
2021
Q1 | – | Sell |
-1,016
| Closed | -$226K | – | 205 |
|
|
2020
Q4 | $226K | Buy |
+1,016
| New | +$226K | 0.07% | 175 |
|