Accel Wealth Management’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-820
| Closed | -$17.7K | – | 323 |
|
|
2023
Q1 | $17.7K | Hold |
820
| – | – | 0.01% | 748 |
|
|
2022
Q4 | $18.4K | Hold |
820
| – | – | 0.01% | 579 |
|
|
2022
Q3 | $18K | Hold |
820
| – | – | 0.01% | 584 |
|
|
2022
Q2 | $18K | Hold |
820
| – | – | 0.01% | 569 |
|
|
2022
Q1 | $20K | Hold |
820
| – | – | 0.01% | 560 |
|
|
2021
Q4 | $20K | Hold |
820
| – | – | 0.01% | 570 |
|
|
2021
Q3 | $24K | Hold |
820
| – | – | 0.02% | 463 |
|
|
2021
Q2 | $25K | Hold |
820
| – | – | 0.02% | 475 |
|
|
2021
Q1 | $22K | Hold |
820
| – | – | 0.02% | 478 |
|
|
2020
Q4 | $18K | Buy |
+820
| New | +$18K | 0.02% | 513 |
|