Buckingham Strategic Wealth’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,730
| Closed | -$226K | – | 609 |
|
|
2021
Q3 | $226K | Sell |
7,730
-1,403
| -15% | -$41K | ﹤0.01% | 531 |
|
|
2021
Q2 | $277K | Buy |
9,133
+38
| +0.4% | +$1.15K | 0.01% | 480 |
|
|
2021
Q1 | $242K | Buy |
9,095
+10
| +0.1% | +$266 | 0.01% | 474 |
|
|
2020
Q4 | $202K | Buy |
+9,085
| New | +$202K | 0.01% | 505 |
|
|
2019
Q3 | – | Sell |
-8,066
| Closed | -$202K | – | 434 |
|
|
2019
Q2 | $202K | Buy |
+8,066
| New | +$202K | 0.02% | 421 |
|