CWP
Concord Wealth Partners’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14
| Closed | -$1.26K | – | 850 |
|
|
2024
Q4 | $1.26K | Buy |
+14
| New | +$1.26K | ﹤0.01% | 762 |
|
|
2023
Q4 | – | Sell |
-80
| Closed | -$3.36K | – | 870 |
|
|
2023
Q3 | $3.36K | Buy |
80
+6
| +8% | +$252 | ﹤0.01% | 783 |
|
|
2023
Q2 | $3.78K | Hold |
74
| – | – | ﹤0.01% | 760 |
|
|
2023
Q1 | $4.31K | Sell |
74
-6
| -8% | -$350 | ﹤0.01% | 695 |
|
|
2022
Q4 | $4.43K | Buy |
+80
| New | +$4.43K | ﹤0.01% | 791 |
|
|
2022
Q3 | – | Sell |
-82
| Closed | -$5K | – | 400 |
|
|
2022
Q2 | $5K | Sell |
82
-216
| -72% | -$13.2K | ﹤0.01% | 812 |
|
|
2022
Q1 | $32K | Sell |
298
-291
| -49% | -$31.2K | 0.01% | 519 |
|
|
2021
Q4 | $90K | Buy |
589
+456
| +343% | +$69.7K | 0.02% | 324 |
|
|
2021
Q3 | $34K | Sell |
133
-325
| -71% | -$83.1K | 0.01% | 281 |
|
|
2021
Q2 | $128K | Sell |
458
-7
| -2% | -$1.96K | 0.04% | 199 |
|
|
2021
Q1 | $94K | Buy |
465
+460
| +9,200% | +$93K | 0.03% | 227 |
|
|
2020
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 614 |
|