AWM
Avondale Wealth Management’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3K | Hold |
500
| – | – | 0.01% | 106 |
|
|
2025
Q1 | $13.4K | Hold |
500
| – | – | 0.01% | 105 |
|
|
2024
Q4 | $15K | Sell |
500
-500
| -50% | -$15K | 0.01% | 103 |
|
|
2024
Q3 | $25.4K | Hold |
1,000
| – | – | 0.02% | 97 |
|
|
2024
Q2 | $22.5K | Hold |
1,000
| – | – | 0.02% | 103 |
|
|
2024
Q1 | $24.3K | Hold |
1,000
| – | – | 0.02% | 101 |
|
|
2023
Q4 | $29.5K | Hold |
1,000
| – | – | 0.02% | 93 |
|
|
2023
Q3 | $27.2K | Hold |
1,000
| – | – | 0.02% | 97 |
|
|
2023
Q2 | $26.7K | Hold |
1,000
| – | – | 0.02% | 97 |
|
|
2023
Q1 | $21.6K | Hold |
1,000
| – | – | 0.02% | 105 |
|
|
2022
Q4 | $22.4K | Hold |
1,000
| – | – | 0.02% | 95 |
|
|
2022
Q3 | $21K | Hold |
1,000
| – | – | 0.02% | 94 |
|
|
2022
Q2 | $21K | Hold |
1,000
| – | – | 0.02% | 91 |
|
|
2022
Q1 | $23K | Sell |
1,000
-2,000
| -67% | -$46K | 0.03% | 89 |
|
|
2021
Q4 | $74K | Sell |
3,000
-17,000
| -85% | -$419K | 0.07% | 58 |
|
|
2021
Q3 | $584K | Sell |
20,000
-5,000
| -20% | -$146K | 0.57% | 24 |
|
|
2021
Q2 | $758K | Hold |
25,000
| – | – | 0.71% | 22 |
|
|
2021
Q1 | $666K | Hold |
25,000
| – | – | 0.66% | 23 |
|
|
2020
Q4 | $555K | Buy |
25,000
+8,000
| +47% | +$178K | 0.64% | 17 |
|
|
2020
Q3 | $327K | Buy |
+17,000
| New | +$327K | 0.49% | 18 |
|