Bay Harbor Wealth Management’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457 | Buy |
16
+8
| +100% | +$229 | ﹤0.01% | 669 |
|
|
2025
Q1 | $213 | Buy |
+8
| New | +$213 | ﹤0.01% | 649 |
|
|
2024
Q3 | – | Sell |
-49
| Closed | -$1.1K | – | 170 |
|
|
2024
Q2 | $1.1K | Hold |
49
| – | – | ﹤0.01% | 162 |
|
|
2024
Q1 | $1.19K | Hold |
49
| – | – | ﹤0.01% | 164 |
|
|
2023
Q4 | $1.44K | Hold |
49
| – | – | ﹤0.01% | 156 |
|
|
2023
Q3 | $1.33K | Hold |
49
| – | – | ﹤0.01% | 150 |
|
|
2023
Q2 | $1.31K | Hold |
49
| – | – | ﹤0.01% | 154 |
|
|
2023
Q1 | $1.06K | Hold |
49
| – | – | ﹤0.01% | 152 |
|
|
2022
Q4 | $1K | Hold |
49
| – | – | ﹤0.01% | 179 |
|
|
2022
Q3 | $1K | Hold |
49
| – | – | ﹤0.01% | 184 |
|
|
2022
Q2 | $1K | Hold |
49
| – | – | ﹤0.01% | 177 |
|
|
2022
Q1 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 183 |
|
|
2021
Q1 | – | Sell |
-49
| Closed | -$1K | – | 262 |
|
|
2020
Q4 | $1K | Sell |
49
-90
| -65% | -$1.84K | ﹤0.01% | 371 |
|
|
2020
Q3 | $3K | Buy |
139
+90
| +184% | +$1.94K | ﹤0.01% | 283 |
|
|
2020
Q2 | $1K | Hold |
49
| – | – | ﹤0.01% | 304 |
|
|
2020
Q1 | $1K | Hold |
49
| – | – | ﹤0.01% | 286 |
|
|
2019
Q4 | $1K | Hold |
49
| – | – | ﹤0.01% | 308 |
|
|
2019
Q3 | $1K | Hold |
49
| – | – | ﹤0.01% | 325 |
|
|
2019
Q2 | $1K | Hold |
49
| – | – | ﹤0.01% | 324 |
|
|
2019
Q1 | $1K | Hold |
49
| – | – | ﹤0.01% | 358 |
|
|
2018
Q4 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 345 |
|