Blue Bell Private Wealth Management’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-70
| Closed | -$1.57K | – | 671 |
|
|
2022
Q4 | $1.57K | Sell |
70
-70
| -50% | -$1.57K | ﹤0.01% | 593 |
|
|
2022
Q3 | $3K | Sell |
140
-51
| -27% | -$1.09K | ﹤0.01% | 542 |
|
|
2022
Q2 | $4K | Hold |
191
| – | – | ﹤0.01% | 537 |
|
|
2022
Q1 | $4K | Hold |
191
| – | – | ﹤0.01% | 575 |
|
|
2021
Q4 | $5K | Buy |
+191
| New | +$5K | ﹤0.01% | 525 |
|