CA
Clearstead Advisors’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.49K | Buy |
192
+132
| +220% | +$3.78K | ﹤0.01% | 2076 |
|
|
2025
Q1 | $1.6K | Hold |
60
| – | – | ﹤0.01% | 1929 |
|
|
2024
Q4 | $1.8K | Hold |
60
| – | – | ﹤0.01% | 1860 |
|
|
2024
Q3 | $1.53K | Sell |
60
-285,815
| -100% | -$7.27M | ﹤0.01% | 1862 |
|
|
2024
Q2 | $6.42M | Buy |
285,875
+285,815
| +476,358% | +$6.42M | 0.11% | 150 |
|
|
2024
Q1 | $1.43K | Buy |
60
+10
| +20% | +$238 | ﹤0.01% | 1360 |
|
|
2023
Q4 | $1.47K | Sell |
50
-50
| -50% | -$1.47K | ﹤0.01% | 1337 |
|
|
2023
Q3 | $2.72K | Buy |
100
+50
| +100% | +$1.36K | ﹤0.01% | 1353 |
|
|
2023
Q2 | $1.33K | Hold |
50
| – | – | ﹤0.01% | 1215 |
|
|
2023
Q1 | $1.08K | Hold |
50
| – | – | ﹤0.01% | 1228 |
|
|
2022
Q4 | $1.12K | Hold |
50
| – | – | ﹤0.01% | 1157 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 1135 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 1164 |
|
|
2022
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 1273 |
|
|
2021
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 1163 |
|
|
2021
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 1191 |
|
|
2021
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1032 |
|