Frontier Wealth Management’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-27,165
| Closed | -$523K | – | 377 |
|
|
2020
Q3 | $523K | Sell |
27,165
-16,500
| -38% | -$318K | 0.05% | 208 |
|
|
2020
Q2 | $951K | Sell |
43,665
-8,700
| -17% | -$189K | 0.09% | 149 |
|
|
2020
Q1 | $948K | Buy |
52,365
+15,451
| +42% | +$280K | 0.15% | 121 |
|
|
2019
Q4 | $661K | Sell |
36,914
-25,326
| -41% | -$454K | 0.11% | 144 |
|
|
2019
Q3 | $1.26M | Sell |
62,240
-10,250
| -14% | -$207K | 0.19% | 112 |
|
|
2019
Q2 | $1.82M | Buy |
72,490
+550
| +0.8% | +$13.8K | 0.27% | 80 |
|
|
2019
Q1 | $1.57M | Buy |
71,940
+1,076
| +2% | +$23.5K | 0.21% | 103 |
|
|
2018
Q4 | $1.45M | Buy |
70,864
+23,314
| +49% | +$476K | 0.22% | 104 |
|
|
2018
Q3 | $1.28M | Buy |
+47,550
| New | +$1.28M | 0.12% | 128 |
|