CNWM
Clay Northam Wealth Management’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,855
| Closed | -$206K | – | 92 |
|
|
2024
Q4 | $206K | Buy |
+6,855
| New | +$206K | 0.13% | 87 |
|
|
2024
Q2 | – | Sell |
-8,955
| Closed | -$218K | – | 89 |
|
|
2024
Q1 | $218K | Sell |
8,955
-900
| -9% | -$21.9K | 0.18% | 85 |
|
|
2023
Q4 | $291K | Hold |
9,855
| – | – | 0.26% | 58 |
|
|
2023
Q3 | $268K | Hold |
9,855
| – | – | 0.27% | 57 |
|
|
2023
Q2 | $263K | Hold |
9,855
| – | – | 0.25% | 62 |
|
|
2023
Q1 | $213K | Hold |
9,855
| – | – | 0.22% | 73 |
|
|
2022
Q4 | $221K | Sell |
9,855
-100
| -1% | -$2.24K | 0.25% | 66 |
|
|
2022
Q3 | $206K | Sell |
9,955
-1,200
| -11% | -$24.8K | 0.26% | 74 |
|
|
2022
Q2 | $234K | Sell |
11,155
-125
| -1% | -$2.62K | 0.29% | 65 |
|
|
2022
Q1 | $262K | Sell |
11,280
-520
| -4% | -$12.1K | 0.27% | 66 |
|
|
2021
Q4 | $290K | Buy |
+11,800
| New | +$290K | 0.27% | 69 |
|