Atria Wealth Solutions’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,069
| Closed | -$245K | – | 1932 |
|
|
2024
Q1 | $245K | Buy |
10,069
+144
| +1% | +$3.5K | ﹤0.01% | 1684 |
|
|
2023
Q4 | $293K | Sell |
9,925
-1,060
| -10% | -$31.2K | ﹤0.01% | 1511 |
|
|
2023
Q3 | $299K | Sell |
10,985
-752
| -6% | -$20.5K | ﹤0.01% | 1414 |
|
|
2023
Q2 | $313K | Buy |
+11,737
| New | +$313K | ﹤0.01% | 1407 |
|
|
2022
Q2 | – | Sell |
-8,638
| Closed | -$201K | – | 1653 |
|
|
2022
Q1 | $201K | Buy |
+8,638
| New | +$201K | ﹤0.01% | 1594 |
|