FinTrust Capital Advisors’s Dropbox DBX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-500
Closed -$11.2K 1245
2023
Q2
$11.2K Hold
500
﹤0.01% 744
2023
Q1
$11.2K Hold
500
﹤0.01% 743
2022
Q4
$11.2K Hold
500
﹤0.01% 743
2022
Q3
$11K Hold
500
﹤0.01% 844
2022
Q2
$11K Hold
500
﹤0.01% 851
2022
Q1
$12K Hold
500
﹤0.01% 881
2021
Q4
$12K Hold
500
﹤0.01% 875
2021
Q3
$15K Hold
500
﹤0.01% 796
2021
Q2
$15K Hold
500
﹤0.01% 808
2021
Q1
$13K Hold
500
﹤0.01% 813
2020
Q4
$11K Sell
500
-8,000
-94% -$176K ﹤0.01% 806
2020
Q3
$164 Sell
8,500
-5,000
-37% -$96 0.03% 272
2020
Q2
$294K Buy
13,500
+13,000
+2,600% +$283K 0.12% 154
2020
Q1
$9K Hold
500
﹤0.01% 758
2019
Q4
$9K Hold
500
﹤0.01% 752
2019
Q3
$10K Hold
500
﹤0.01% 732
2019
Q2
$13K Hold
500
0.01% 671
2019
Q1
$11K Hold
500
﹤0.01% 741
2018
Q4
$10K Buy
+500
New +$10K ﹤0.01% 747