EverSource Wealth Advisors’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $33.5K | Sell |
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|
2025
Q2 | $48.1K | Buy |
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|
2025
Q1 | $23.9K | Buy |
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|
2024
Q4 | $26K | Buy |
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|
2024
Q3 | $11.2K | Buy |
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|
2024
Q2 | $9.81K | Buy |
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|
2024
Q1 | $6.69K | Buy |
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|
2023
Q4 | $1.33K | Sell |
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|
2023
Q3 | $27.6K | Buy |
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|
2023
Q2 | $26.5K | Buy |
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|
2023
Q1 | $20.5K | Hold |
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|
2022
Q4 | $21.3K | Buy |
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