B. Riley Wealth Advisors’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,936
| Closed | -$461K | – | 1439 |
|
|
2024
Q1 | $461K | Sell |
16,936
-1,642
| -9% | -$44.7K | 0.01% | 831 |
|
|
2023
Q4 | $548K | Buy |
18,578
+1,642
| +10% | +$48.4K | 0.01% | 762 |
|
|
2023
Q3 | $461K | Buy |
+16,936
| New | +$461K | 0.01% | 831 |
|
|
2018
Q4 | – | Sell |
-9,425
| Closed | -$253K | – | 677 |
|
|
2018
Q3 | $253K | Buy |
+9,425
| New | +$253K | 0.03% | 555 |
|