Berman Capital Advisors’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $46K | Buy |
1,592
+540
| +51% | +$15.6K | 0.01% | 712 |
|
|
2021
Q2 | $31K | Buy |
1,052
+780
| +287% | +$23K | ﹤0.01% | 755 |
|
|
2021
Q1 | $7K | Buy |
272
+45
| +20% | +$1.16K | ﹤0.01% | 1150 |
|
|
2020
Q4 | $5K | Buy |
227
+10
| +5% | +$220 | ﹤0.01% | 1134 |
|
|
2020
Q3 | $4K | Hold |
217
| – | – | ﹤0.01% | 1091 |
|
|
2020
Q2 | $4K | Buy |
217
+29
| +15% | +$535 | ﹤0.01% | 1036 |
|
|
2020
Q1 | $3K | Buy |
+188
| New | +$3K | ﹤0.01% | 1020 |
|