AWS
AJ Wealth Strategies’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.02M | Hold |
75,624
| – | – | 0.1% | 94 |
|
|
2023
Q1 | $1.63M | Hold |
75,624
| – | – | 0.09% | 99 |
|
|
2022
Q4 | $1.69M | Hold |
75,624
| – | – | 0.09% | 97 |
|
|
2022
Q3 | $1.57M | Hold |
75,624
| – | – | 0.09% | 99 |
|
|
2022
Q2 | $1.59M | Sell |
75,624
-4,737
| -6% | -$99.4K | 0.08% | 100 |
|
|
2022
Q1 | $1.87M | Hold |
80,361
| – | – | 0.09% | 100 |
|
|
2021
Q4 | $1.97M | Sell |
80,361
-10,000
| -11% | -$245K | 0.09% | 94 |
|
|
2021
Q3 | $2.64M | Hold |
90,361
| – | – | 0.14% | 67 |
|
|
2021
Q2 | $2.74M | Sell |
90,361
-4,600
| -5% | -$139K | 0.16% | 61 |
|
|
2021
Q1 | $2.53M | Hold |
94,961
| – | – | 0.18% | 57 |
|
|
2020
Q4 | $2.11M | Buy |
94,961
+16,346
| +21% | +$363K | 0.18% | 55 |
|
|
2020
Q3 | $1.51M | Hold |
78,615
| – | – | 0.15% | 63 |
|
|
2020
Q2 | $1.71M | Buy |
+78,615
| New | +$1.71M | 0.19% | 52 |
|