BWP
BSW Wealth Partners’s DigitalOcean DOCN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Sell |
14,856
-400
| -3% | -$11.4K | 0.06% | 189 |
|
|
2025
Q1 | $509K | Buy |
15,256
+700
| +5% | +$23.4K | 0.08% | 149 |
|
|
2024
Q4 | $496K | Buy |
14,556
+600
| +4% | +$20.4K | 0.07% | 164 |
|
|
2024
Q3 | $564K | Sell |
13,956
-6,671
| -32% | -$269K | 0.08% | 134 |
|
|
2024
Q2 | $717K | Sell |
20,627
-8,989
| -30% | -$312K | 0.12% | 102 |
|
|
2024
Q1 | $1.13M | Sell |
29,616
-5,921
| -17% | -$226K | 0.19% | 68 |
|
|
2023
Q4 | $1.3M | Sell |
35,537
-1,468
| -4% | -$53.9K | 0.26% | 51 |
|
|
2023
Q3 | $889K | Sell |
37,005
-36,089
| -49% | -$867K | 0.2% | 69 |
|
|
2023
Q2 | $2.93M | Buy |
73,094
+17,218
| +31% | +$691K | 0.61% | 28 |
|
|
2023
Q1 | $2.19M | Hold |
55,876
| – | – | 0.45% | 35 |
|
|
2022
Q4 | $1.42M | Hold |
55,876
| – | – | 0.31% | 48 |
|
|
2022
Q3 | $2.02M | Hold |
55,876
| – | – | 0.5% | 27 |
|
|
2022
Q2 | $2.31M | Buy |
+55,876
| New | +$2.31M | 0.55% | 26 |
|