AWM
Activest Wealth Management’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5K | Sell |
925
-900
| -49% | -$25.7K | 0.01% | 279 |
|
|
2025
Q1 | $48.7K | Sell |
1,825
-1,775
| -49% | -$47.4K | 0.01% | 196 |
|
|
2024
Q4 | $108K | Hold |
3,600
| – | – | 0.03% | 118 |
|
|
2024
Q3 | $91.5K | Hold |
3,600
| – | – | 0.03% | 130 |
|
|
2024
Q2 | $80.9K | Hold |
3,600
| – | – | 0.03% | 136 |
|
|
2024
Q1 | $87.5K | Hold |
3,600
| – | – | 0.04% | 85 |
|
|
2023
Q4 | $106K | Hold |
3,600
| – | – | 0.06% | 60 |
|
|
2023
Q3 | $98K | Buy |
+3,600
| New | +$98K | 0.06% | 58 |
|
|
2023
Q2 | – | Sell |
-3,600
| Closed | -$77.8K | – | 315 |
|
|
2023
Q1 | $77.8K | Hold |
3,600
| – | – | 0.05% | 65 |
|
|
2022
Q4 | $80.6K | Hold |
3,600
| – | – | 0.02% | 150 |
|
|
2022
Q3 | $75K | Hold |
3,600
| – | – | 0.02% | 155 |
|
|
2022
Q2 | $76K | Hold |
3,600
| – | – | 0.05% | 78 |
|
|
2022
Q1 | $84K | Hold |
3,600
| – | – | 0.05% | 75 |
|
|
2021
Q4 | $88K | Buy |
+3,600
| New | +$88K | 0.05% | 82 |
|