Baird Financial Group’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,563
| Closed | -$223K | – | 1761 |
|
|
2023
Q4 | $223K | Sell |
7,563
-798
| -10% | -$23.5K | ﹤0.01% | 1612 |
|
|
2023
Q3 | $228K | Buy |
+8,361
| New | +$228K | ﹤0.01% | 1589 |
|
|
2022
Q3 | – | Sell |
-59,189
| Closed | -$1.24M | – | 1730 |
|
|
2022
Q2 | $1.24M | Sell |
59,189
-7,264
| -11% | -$152K | ﹤0.01% | 1002 |
|
|
2022
Q1 | $1.55M | Buy |
66,453
+1,165
| +2% | +$27.1K | ﹤0.01% | 988 |
|
|
2021
Q4 | $1.6M | Buy |
65,288
+11,020
| +20% | +$270K | ﹤0.01% | 1021 |
|
|
2021
Q3 | $1.59M | Sell |
54,268
-265
| -0.5% | -$7.75K | ﹤0.01% | 1023 |
|
|
2021
Q2 | $1.65M | Buy |
54,533
+1,810
| +3% | +$54.9K | ﹤0.01% | 1002 |
|
|
2021
Q1 | $1.41M | Buy |
+52,723
| New | +$1.41M | ﹤0.01% | 1008 |
|