AW
Avion Wealth’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Sell |
22
-984
| -98% | – | ﹤0.01% | 1259 |
|
|
2025
Q1 | $30K | Hold |
1,006
| – | – | 0.01% | 245 |
|
|
2024
Q4 | $30K | Buy |
1,006
+984
| +4,473% | +$29.3K | 0.01% | 245 |
|
|
2024
Q3 | $0 | Hold |
22
| – | – | ﹤0.01% | 1070 |
|
|
2024
Q2 | $0 | Buy |
+22
| New | – | ﹤0.01% | 984 |
|
|
2023
Q4 | – | Sell |
-26
| Closed | – | – | 1123 |
|
|
2023
Q3 | $0 | Hold |
26
| – | – | ﹤0.01% | 874 |
|
|
2023
Q2 | $0 | Buy |
26
+5
| +24% | – | ﹤0.01% | 773 |
|
|
2023
Q1 | $0 | Buy |
+21
| New | – | ﹤0.01% | 577 |
|