GWS
DOCN icon

Glassman Wealth Services’s DigitalOcean DOCN Stock Holding History

Glassman Wealth Services’s Portfolio DOCN Stock Details DOCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6
Closed -$220 – 652
2023
Q4 		$220 Sell
6
-14
-70% -$387 ﹤0.01% 1878
2023
Q3 		$481 Buy
20
+17
+567% +$602 ﹤0.01% 1746
2023
Q2 		$120 Hold
3
– – ﹤0.01% 1877
2023
Q1 		$118 Hold
3
– – ﹤0.01% 1864
2022
Q4 		$76 Sell
3
-17
-85% -$532 ﹤0.01% 1897
2022
Q3 		$1K Hold
20
– – ﹤0.01% 1377
2022
Q2 		$1K Buy
+20
New +$892 ﹤0.01% 1389
2022
Q1 		– Sell
-6
Closed – – 1708
2021
Q4 		$0 Buy
+6
New +$562 ﹤0.01% 1695

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WHCM
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VBA
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Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return