Garde Capital’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,045
| Closed | -$119K | – | 284 |
|
|
2023
Q4 | $119K | Hold |
4,045
| – | – | 0.01% | 253 |
|
|
2023
Q3 | $110K | Hold |
4,045
| – | – | 0.01% | 248 |
|
|
2023
Q2 | $108K | Buy |
+4,045
| New | +$108K | 0.01% | 270 |
|
|
2023
Q1 | – | Sell |
-6,927
| Closed | -$155K | – | 258 |
|
|
2022
Q4 | $155K | Hold |
6,927
| – | – | 0.02% | 199 |
|
|
2022
Q3 | $144K | Sell |
6,927
-657
| -9% | -$13.7K | 0.02% | 203 |
|
|
2022
Q2 | $159K | Sell |
7,584
-2,760
| -27% | -$57.9K | 0.02% | 208 |
|
|
2022
Q1 | $240K | Hold |
10,344
| – | – | 0.02% | 185 |
|
|
2021
Q4 | $254K | Hold |
10,344
| – | – | 0.02% | 187 |
|
|
2021
Q3 | $302K | Hold |
10,344
| – | – | 0.03% | 163 |
|
|
2021
Q2 | $314K | Hold |
10,344
| – | – | 0.03% | 160 |
|
|
2021
Q1 | $276K | Hold |
10,344
| – | – | 0.03% | 153 |
|
|
2020
Q4 | $229K | Sell |
10,344
-100
| -1% | -$2.21K | 0.03% | 168 |
|
|
2020
Q3 | $201K | Buy |
10,444
+666
| +7% | +$12.8K | 0.03% | 160 |
|
|
2020
Q2 | $213K | Buy |
+9,778
| New | +$213K | 0.03% | 137 |
|