Glassman Wealth Services’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 |
-100
| Closed | -$2.95K | – | 622 |
|
|
2023
Q4 | $2.95K | Hold |
100
| – | – | ﹤0.01% | 1226 |
|
|
2023
Q3 | $2.72K | Hold |
100
| – | – | ﹤0.01% | 1237 |
|
|
2023
Q2 | $2.67K | Hold |
100
| – | – | ﹤0.01% | 1167 |
|
|
2023
Q1 | $2.16K | Sell |
100
-5
| -5% | -$108 | ﹤0.01% | 1219 |
|
|
2022
Q4 | $2.35K | Sell |
105
-72
| -41% | -$1.61K | ﹤0.01% | 1220 |
|
|
2022
Q3 | $4K | Buy |
177
+72
| +69% | +$1.63K | ﹤0.01% | 1038 |
|
|
2022
Q2 | $2K | Buy |
105
+60
| +133% | +$1.14K | ﹤0.01% | 1222 |
|
|
2022
Q1 | $1K | Sell |
45
-65
| -59% | -$1.44K | ﹤0.01% | 1370 |
|
|
2021
Q4 | $3K | Buy |
+110
| New | +$3K | ﹤0.01% | 1089 |
|