Capital Planning Advisors’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-15,269
| Closed | -$294K | – | 128 |
|
|
2020
Q3 | $294K | Hold |
15,269
| – | – | 0.08% | 110 |
|
|
2020
Q2 | $332K | Hold |
15,269
| – | – | 0.1% | 108 |
|
|
2020
Q1 | $276K | Sell |
15,269
-15,000
| -50% | -$271K | 0.1% | 102 |
|
|
2019
Q4 | $542K | Hold |
30,269
| – | – | 0.14% | 90 |
|
|
2019
Q3 | $611K | Hold |
30,269
| – | – | 0.18% | 79 |
|
|
2019
Q2 | $758K | Buy |
+30,269
| New | +$758K | 0.22% | 74 |
|