BIA
Bell Investment Advisors’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49K | Sell |
87
-18
| -17% | -$515 | ﹤0.01% | 1281 |
|
|
2025
Q1 | $2.81K | Buy |
105
+35
| +50% | +$935 | ﹤0.01% | 1175 |
|
|
2024
Q4 | $2.1K | Buy |
70
+48
| +218% | +$1.44K | ﹤0.01% | 1313 |
|
|
2024
Q3 | $560 | Buy |
+22
| New | +$560 | ﹤0.01% | 1751 |
|
|
2023
Q2 | – | Sell |
-25
| Closed | -$541 | – | 1939 |
|
|
2023
Q1 | $541 | Sell |
25
-9
| -26% | -$195 | ﹤0.01% | 1786 |
|
|
2022
Q4 | $761 | Sell |
34
-114
| -77% | -$2.55K | ﹤0.01% | 1659 |
|
|
2022
Q3 | $3K | Buy |
148
+102
| +222% | +$2.07K | ﹤0.01% | 894 |
|
|
2022
Q2 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 1398 |
|
|
2021
Q4 | $1K | Buy |
40
+4
| +11% | +$100 | ﹤0.01% | 1404 |
|
|
2021
Q3 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 1339 |
|