AWM
Avior Wealth Management’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-254
| Closed | -$7.63K | – | 1125 |
|
|
2024
Q4 | $7.63K | Buy |
+254
| New | +$7.63K | ﹤0.01% | 1707 |
|
|
2024
Q1 | – | Sell |
-30
| Closed | -$884 | – | 3841 |
|
|
2023
Q4 | $884 | Buy |
+30
| New | +$884 | ﹤0.01% | 1387 |
|
|
2023
Q3 | – | Sell |
-185
| Closed | -$4.93K | – | 1615 |
|
|
2023
Q2 | $4.93K | Buy |
+185
| New | +$4.93K | ﹤0.01% | 1172 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$3K | – | 796 |
|
|
2019
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 696 |
|
|
2019
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 608 |
|
|
2018
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 663 |
|
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 658 |
|
|
2018
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 684 |
|