PWM
Prosperity Wealth Management’s DigitalOcean DOCN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-9,150
| Closed | -$306K | – | 244 |
|
2025
Q1 | $306K | Sell |
9,150
-370
| -4% | -$12.4K | 0.14% | 144 |
|
2024
Q4 | $324K | Buy |
+9,520
| New | +$324K | 0.13% | 139 |
|
2024
Q3 | – | Sell |
-6,840
| Closed | -$238K | – | 201 |
|
2024
Q2 | $238K | Buy |
6,840
+1,180
| +21% | +$41K | 0.12% | 147 |
|
2024
Q1 | $216K | Buy |
+5,660
| New | +$216K | 0.1% | 139 |
|