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Concord Wealth Partners’s Dropbox DBX Stock Holding History

Concord Wealth Partners’s Portfolio DBX Stock Details DBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-322
Closed -$7K – 370
2022
Q2 		$7K Buy
322
+22
+7% +$478 ﹤0.01% 749
2022
Q1 		$7K Buy
+300
New +$7K ﹤0.01% 836