Core Wealth Advisors’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-250
| Closed | -$6.67K | – | 242 |
|
|
2023
Q2 | $6.67K | Hold |
250
| – | – | ﹤0.01% | 183 |
|
|
2023
Q1 | $5.41K | Hold |
250
| – | – | ﹤0.01% | 193 |
|
|
2022
Q4 | $5.6K | Hold |
250
| – | – | ﹤0.01% | 200 |
|
|
2022
Q3 | $5K | Hold |
250
| – | – | ﹤0.01% | 169 |
|
|
2022
Q2 | $5K | Buy |
250
+150
| +150% | +$3K | ﹤0.01% | 172 |
|
|
2022
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 177 |
|
|
2020
Q4 | – | Sell |
-500
| Closed | -$10K | – | 181 |
|
|
2020
Q3 | $10K | Buy |
+500
| New | +$10K | 0.01% | 102 |
|