CSWM
Cassady Schiller Wealth Management’s DigitalOcean DOCN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $136 | Hold |
4
| – | – | ﹤0.01% | 1086 |
|
|
2024
Q3 | $162 | Hold |
4
| – | – | ﹤0.01% | 458 |
|
|
2024
Q2 | $139 | Hold |
4
| – | – | ﹤0.01% | 462 |
|
|
2024
Q1 | $153 | Hold |
4
| – | – | ﹤0.01% | 488 |
|
|
2023
Q4 | $147 | Hold |
4
| – | – | ﹤0.01% | 431 |
|
|
2023
Q3 | $96 | Hold |
4
| – | – | ﹤0.01% | 448 |
|
|
2023
Q2 | $161 | Hold |
4
| – | – | ﹤0.01% | 462 |
|
|
2023
Q1 | $157 | Hold |
4
| – | – | ﹤0.01% | 448 |
|
|
2022
Q4 | $102 | Buy |
+4
| New | +$102 | ﹤0.01% | 466 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | – | – | 237 |
|
|
2021
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 572 |
|