Gerber Kawasaki Wealth & Investment Management’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,059
| Closed | -$147K | – | 472 |
|
|
2021
Q3 | $147K | Buy |
+5,059
| New | +$147K | 0.02% | 207 |
|
|
2021
Q2 | – | Sell |
-10,050
| Closed | -$267K | – | 250 |
|
|
2021
Q1 | $267K | Buy |
10,050
+25
| +0.2% | +$664 | 0.03% | 175 |
|
|
2020
Q4 | $222K | Sell |
10,025
-7,505
| -43% | -$166K | 0.03% | 161 |
|
|
2020
Q3 | $337K | Sell |
17,530
-2,470
| -12% | -$47.5K | 0.07% | 95 |
|
|
2020
Q2 | $435K | Sell |
20,000
-8,848
| -31% | -$192K | 0.1% | 94 |
|
|
2020
Q1 | $522K | Hold |
28,848
| – | – | 0.15% | 81 |
|
|
2019
Q4 | $516K | Hold |
28,848
| – | – | 0.13% | 75 |
|
|
2019
Q3 | $581K | Hold |
28,848
| – | – | 0.17% | 71 |
|
|
2019
Q2 | $722K | Hold |
28,848
| – | – | 0.21% | 64 |
|
|
2019
Q1 | $628K | Buy |
+28,848
| New | +$628K | 0.19% | 65 |
|