SIA
Schechter Investment Advisors’s DigitalOcean DOCN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,863
| Closed | -$677K | – | 647 |
|
|
2024
Q4 | $677K | Hold |
19,863
| – | – | 0.05% | 317 |
|
|
2024
Q3 | $802K | Hold |
19,863
| – | – | 0.06% | 295 |
|
|
2024
Q2 | $690K | Hold |
19,863
| – | – | 0.05% | 312 |
|
|
2024
Q1 | $758K | Hold |
19,863
| – | – | 0.06% | 297 |
|
|
2023
Q4 | $729K | Hold |
19,863
| – | – | 0.06% | 284 |
|
|
2023
Q3 | $477K | Sell |
19,863
-90
| -0.5% | -$2.16K | 0.05% | 352 |
|
|
2023
Q2 | $801K | Sell |
19,953
-1
| -0% | -$40 | 0.07% | 284 |
|
|
2023
Q1 | $782K | Buy |
19,954
+91
| +0.5% | +$3.56K | 0.07% | 309 |
|
|
2022
Q4 | $506K | Sell |
19,863
-70
| -0.4% | -$1.78K | 0.05% | 501 |
|
|
2022
Q3 | $721K | Hold |
19,933
| – | – | 0.07% | 389 |
|
|
2022
Q2 | $825K | Buy |
19,933
+70
| +0.4% | +$2.9K | 0.08% | 351 |
|
|
2022
Q1 | $1.15M | Sell |
19,863
-44
| -0.2% | -$2.55K | 0.11% | 254 |
|
|
2021
Q4 | $1.6M | Buy |
+19,907
| New | +$1.6M | 0.14% | 167 |
|