HB Wealth Management’s DigitalOcean DOCN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,979
Closed -$312K 964
2024
Q2
$312K Sell
8,979
-944
-10% -$32.8K ﹤0.01% 691
2024
Q1
$379K Buy
9,923
+25
+0.3% +$954 ﹤0.01% 574
2023
Q4
$363K Sell
9,898
-7,643
-44% -$280K 0.01% 543
2023
Q3
$422K Sell
17,541
-3,149
-15% -$75.7K 0.01% 476
2023
Q2
$830K Sell
20,690
-103
-0.5% -$4.13K 0.01% 320
2023
Q1
$814K Sell
20,793
-242
-1% -$9.48K 0.01% 319
2022
Q4
$536K Buy
21,035
+928
+5% +$23.6K 0.01% 378
2022
Q3
$727K Buy
20,107
+237
+1% +$8.57K 0.02% 296
2022
Q2
$822K Sell
19,870
-1,708
-8% -$70.7K 0.02% 275
2022
Q1
$1.25M Buy
+21,578
New +$1.25M 0.02% 241