Clearstead Advisors’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.49K | Buy |
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|
2025
Q1 | $1.6K | Hold |
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|
2024
Q4 | $1.8K | Hold |
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|
2024
Q3 | $1.53K | Sell |
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|
2024
Q2 | $6.42M | Buy |
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|
2024
Q1 | $1.43K | Buy |
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|
2023
Q4 | $1.47K | Sell |
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|
2023
Q3 | $2.72K | Buy |
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|
2023
Q2 | $1.33K | Hold |
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|
2023
Q1 | $1.08K | Hold |
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|
2022
Q4 | $1.12K | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $2K | Buy |
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