Connectus Wealth’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-73,327
| Closed | -$1.59M | – | 456 |
|
|
2023
Q1 | $1.59M | Buy |
73,327
+7,290
| +11% | +$158K | 0.04% | 245 |
|
|
2022
Q4 | $1.48M | Buy |
66,037
+5,005
| +8% | +$112K | 0.03% | 239 |
|
|
2022
Q3 | $1.27M | Buy |
61,032
+3,228
| +6% | +$66.9K | 0.03% | 309 |
|
|
2022
Q2 | $1.21M | Buy |
57,804
+7,565
| +15% | +$159K | 0.03% | 252 |
|
|
2022
Q1 | $1.23M | Sell |
50,239
-1,317
| -3% | -$32.3K | 0.04% | 211 |
|
|
2021
Q4 | $1.27M | Buy |
+51,556
| New | +$1.27M | 0.05% | 186 |
|