CreativeOne Wealth’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Buy |
13,666
+552
| +4% | +$15.8K | 0.01% | 827 |
|
|
2025
Q1 | $350K | Buy |
13,114
+840
| +7% | +$22.4K | 0.01% | 810 |
|
|
2024
Q4 | $369K | Buy |
12,274
+3,159
| +35% | +$94.9K | 0.01% | 799 |
|
|
2024
Q3 | $232K | Buy |
+9,115
| New | +$232K | 0.01% | 857 |
|
|
2023
Q3 | – | Sell |
-8,150
| Closed | -$217K | – | 636 |
|
|
2023
Q2 | $217K | Buy |
+8,150
| New | +$217K | 0.01% | 761 |
|