JWA
JFS Wealth Advisors’s DigitalOcean DOCN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $714 | Sell |
25
-20
| -44% | -$571 | ﹤0.01% | 1638 |
|
|
2025
Q1 | $1.5K | Buy |
45
+11
| +32% | +$367 | ﹤0.01% | 1565 |
|
|
2024
Q4 | $1.16K | Sell |
34
-5
| -13% | -$170 | ﹤0.01% | 1646 |
|
|
2024
Q3 | $1.58K | Buy |
39
+9
| +30% | +$364 | ﹤0.01% | 1581 |
|
|
2024
Q2 | $1.04K | Buy |
30
+13
| +76% | +$452 | ﹤0.01% | 1661 |
|
|
2024
Q1 | $650 | Hold |
17
| – | – | ﹤0.01% | 1740 |
|
|
2023
Q4 | $624 | Buy |
+17
| New | +$624 | ﹤0.01% | 1761 |
|
|
2023
Q3 | – | Sell |
-3
| Closed | -$121 | – | 1975 |
|
|
2023
Q2 | $121 | Buy |
+3
| New | +$121 | ﹤0.01% | 1917 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$8K | – | 1857 |
|
|
2021
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 715 |
|
|
2021
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 671 |
|