Edge Wealth Management’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-165
| Closed | -$4K | – | 479 |
|
|
2020
Q2 | $4K | Hold |
165
| – | – | ﹤0.01% | 569 |
|
|
2020
Q1 | $3K | Buy |
+165
| New | +$3K | ﹤0.01% | 516 |
|
|
2019
Q4 | – | Sell |
-165
| Closed | -$3K | – | 604 |
|
|
2019
Q3 | $3K | Hold |
165
| – | – | ﹤0.01% | 505 |
|
|
2019
Q2 | $4K | Hold |
165
| – | – | ﹤0.01% | 486 |
|
|
2019
Q1 | $4K | Hold |
165
| – | – | ﹤0.01% | 473 |
|
|
2018
Q4 | $3K | Hold |
165
| – | – | ﹤0.01% | 503 |
|
|
2018
Q3 | $4K | Hold |
165
| – | – | ﹤0.01% | 511 |
|
|
2018
Q2 | $5K | Hold |
165
| – | – | ﹤0.01% | 480 |
|
|
2018
Q1 | $5K | Buy |
+165
| New | +$5K | ﹤0.01% | 444 |
|