Chicago Partners Investment Group’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $285K | Buy |
10,141
+1,063
| +12% | +$29.9K | 0.01% | 865 |
|
2025
Q1 | $267K | Buy |
+9,078
| New | +$267K | 0.01% | 739 |
|
2018
Q4 | – | Sell |
-250
| Closed | -$6K | – | 459 |
|
2018
Q3 | $6K | Hold |
250
| – | – | ﹤0.01% | 886 |
|
2018
Q2 | $8K | Hold |
250
| – | – | ﹤0.01% | 834 |
|
2018
Q1 | $8K | Buy |
+250
| New | +$8K | ﹤0.01% | 802 |
|