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 |
|