AWM
Atticus Wealth Management’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-345
| Closed | -$7.75K | – | 536 |
|
|
2024
Q2 | $7.75K | Hold |
345
| – | – | ﹤0.01% | 401 |
|
|
2024
Q1 | $8.38K | Hold |
345
| – | – | ﹤0.01% | 413 |
|
|
2023
Q4 | $10.2K | Hold |
345
| – | – | ﹤0.01% | 402 |
|
|
2023
Q3 | $9.4K | Hold |
345
| – | – | ﹤0.01% | 411 |
|
|
2023
Q2 | $9.2K | Hold |
345
| – | – | ﹤0.01% | 407 |
|
|
2023
Q1 | $7.46K | Hold |
345
| – | – | ﹤0.01% | 406 |
|
|
2022
Q4 | $7.72K | Sell |
345
-65
| -16% | -$1.46K | ﹤0.01% | 403 |
|
|
2022
Q3 | $9K | Hold |
410
| – | – | ﹤0.01% | 383 |
|
|
2022
Q2 | $9K | Sell |
410
-3,075
| -88% | -$67.5K | ﹤0.01% | 414 |
|
|
2022
Q1 | $81K | Sell |
3,485
-379
| -10% | -$8.81K | 0.03% | 212 |
|
|
2021
Q4 | $95K | Sell |
3,864
-3,905
| -50% | -$96K | 0.04% | 174 |
|
|
2021
Q3 | $227K | Buy |
7,769
+4,816
| +163% | +$141K | 0.1% | 100 |
|
|
2021
Q2 | $90K | Buy |
+2,953
| New | +$90K | 0.04% | 181 |
|