Arkadios Wealth Advisors’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
+10,559
| New | +$302K | 0.01% | 1027 |
|
|
2024
Q2 | – | Sell |
-15,596
| Closed | -$379K | – | 863 |
|
|
2024
Q1 | $379K | Buy |
+15,596
| New | +$379K | 0.03% | 462 |
|
|
2021
Q4 | – | Sell |
-38
| Closed | -$1K | – | 832 |
|
|
2021
Q3 | $1K | Hold |
38
| – | – | ﹤0.01% | 1793 |
|
|
2021
Q2 | $1K | Hold |
38
| – | – | ﹤0.01% | 1890 |
|
|
2021
Q1 | $1K | Hold |
38
| – | – | ﹤0.01% | 1569 |
|
|
2020
Q4 | $0 | Buy |
+38
| New | – | ﹤0.01% | 1376 |
|