TVWM
Tower View Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,673
| Closed | -$1.32M | – | 184 |
|
|
2021
Q4 | $1.32M | Buy |
8,673
+2,967
| +52% | +$452K | 0.67% | 53 |
|
|
2021
Q3 | $1.47M | Sell |
5,706
-871
| -13% | -$224K | 0.81% | 47 |
|
|
2021
Q2 | $1.84M | Buy |
6,577
+47
| +0.7% | +$13.1K | 0.93% | 43 |
|
|
2021
Q1 | $1.32M | Buy |
6,530
+335
| +5% | +$67.8K | 0.72% | 55 |
|
|
2020
Q4 | $1.38M | Buy |
6,195
+107
| +2% | +$23.8K | 0.78% | 51 |
|
|
2020
Q3 | $1.31M | Sell |
6,088
-1,080
| -15% | -$232K | 0.85% | 47 |
|
|
2020
Q2 | $1.23M | Buy |
+7,168
| New | +$1.23M | 0.9% | 46 |
|