EverSource Wealth Advisors’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.1K | Buy |
1,681
+787
| +88% | +$22.5K | ﹤0.01% | 1634 |
|
|
2025
Q1 | $23.9K | Buy |
894
+29
| +3% | +$775 | ﹤0.01% | 1597 |
|
|
2024
Q4 | $26K | Buy |
865
+424
| +96% | +$12.7K | ﹤0.01% | 1492 |
|
|
2024
Q3 | $11.2K | Buy |
441
+31
| +8% | +$788 | ﹤0.01% | 1798 |
|
|
2024
Q2 | $9.81K | Buy |
410
+121
| +42% | +$2.89K | ﹤0.01% | 1863 |
|
|
2024
Q1 | $6.69K | Buy |
289
+244
| +542% | +$5.65K | ﹤0.01% | 1897 |
|
|
2023
Q4 | $1.33K | Sell |
45
-969
| -96% | -$28.6K | ﹤0.01% | 2304 |
|
|
2023
Q3 | $27.6K | Buy |
1,014
+19
| +2% | +$517 | ﹤0.01% | 1014 |
|
|
2023
Q2 | $26.5K | Buy |
995
+45
| +5% | +$1.2K | ﹤0.01% | 1044 |
|
|
2023
Q1 | $20.5K | Hold |
950
| – | – | ﹤0.01% | 1074 |
|
|
2022
Q4 | $21.3K | Buy |
+950
| New | +$21.3K | ﹤0.01% | 1045 |
|