Integrated Wealth Concepts’s DigitalOcean DOCN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,467
| Closed | -$209K | – | 1660 |
|
|
2024
Q1 | $209K | Buy |
+5,467
| New | +$209K | ﹤0.01% | 1505 |
|
|
2023
Q3 | – | Sell |
-5,497
| Closed | -$221K | – | 1572 |
|
|
2023
Q2 | $221K | Hold |
5,497
| – | – | ﹤0.01% | 1380 |
|
|
2023
Q1 | $215K | Buy |
+5,497
| New | +$215K | ﹤0.01% | 1194 |
|
|
2022
Q3 | – | Sell |
-5,136
| Closed | -$212K | – | 965 |
|
|
2022
Q2 | $212K | Buy |
+5,136
| New | +$212K | 0.01% | 882 |
|