AE Wealth Management’s Dropbox DBX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-27,751
Closed -$604K 1273
2020
Q2
$604K Buy
27,751
+6,725
+32% +$146K 0.01% 790
2020
Q1
$381K Buy
+21,026
New +$381K 0.01% 775