American Trust’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,650
| Closed | -$320K | – | 161 |
|
|
2024
Q4 | $320K | Hold |
10,650
| – | – | 0.02% | 223 |
|
|
2024
Q3 | $271K | Buy |
+10,650
| New | +$271K | 0.02% | 201 |
|
|
2022
Q2 | – | Sell |
-9,610
| Closed | -$223K | – | 462 |
|
|
2022
Q1 | $223K | Buy |
+9,610
| New | +$223K | 0.02% | 439 |
|