Baltimore-Washington Financial Advisors’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,593
| Closed | -$326K | – | 122 |
|
|
2020
Q2 | $326K | Sell |
2,593
-11,417
| -81% | -$1.44M | 0.04% | 97 |
|
|
2020
Q1 | $253K | Sell |
14,010
-5,750
| -29% | -$104K | 0.05% | 105 |
|
|
2019
Q4 | $353K | Sell |
19,760
-4,950
| -20% | -$88.4K | 0.05% | 96 |
|
|
2019
Q3 | $498K | Sell |
24,710
-4,290
| -15% | -$86.5K | 0.08% | 89 |
|
|
2019
Q2 | $726K | Sell |
29,000
-26,290
| -48% | -$658K | 0.12% | 81 |
|
|
2019
Q1 | $1.21M | Buy |
55,290
+300
| +0.5% | +$6.54K | 0.21% | 78 |
|
|
2018
Q4 | $1.12M | Sell |
54,990
-22,685
| -29% | -$463K | 0.23% | 72 |
|
|
2018
Q3 | $2.08M | Sell |
77,675
-690
| -0.9% | -$18.5K | 0.38% | 63 |
|
|
2018
Q2 | $2.54M | Buy |
+78,365
| New | +$2.54M | 0.5% | 64 |
|