Global Retirement Partners’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $21.8K | Buy |
+761
| New | +$21.8K | ﹤0.01% | 2249 |
|
2024
Q4 | $17.2K | Sell |
574
-50
| -8% | -$1.5K | ﹤0.01% | 2168 |
|
2024
Q3 | $15.9K | Buy |
624
+15
| +2% | +$381 | ﹤0.01% | 2105 |
|
2024
Q2 | $13.7K | Buy |
609
+159
| +35% | +$3.57K | ﹤0.01% | 2172 |
|
2024
Q1 | $10.9K | Sell |
450
-353
| -44% | -$8.58K | ﹤0.01% | 2086 |
|
2023
Q4 | $25.2K | Sell |
803
-389
| -33% | -$12.2K | ﹤0.01% | 1652 |
|
2023
Q3 | $32.2K | Buy |
1,192
+63
| +6% | +$1.7K | ﹤0.01% | 1456 |
|
2023
Q2 | $30.1K | Hold |
1,129
| – | – | ﹤0.01% | 1496 |
|
2023
Q1 | $22.4K | Buy |
1,129
+523
| +86% | +$10.4K | ﹤0.01% | 1590 |
|
2022
Q4 | $13.6K | Buy |
606
+2
| +0.3% | +$45 | ﹤0.01% | 1642 |
|
2022
Q3 | $13K | Sell |
604
-2
| -0.3% | -$43 | ﹤0.01% | 1566 |
|
2022
Q2 | $13K | Hold |
606
| – | – | ﹤0.01% | 1513 |
|
2022
Q1 | $12K | Buy |
+606
| New | +$12K | ﹤0.01% | 1543 |
|
2020
Q3 | – | Sell |
-1,500
| Closed | -$33K | – | 1636 |
|
2020
Q2 | $33K | Buy |
+1,500
| New | +$33K | 0.01% | 743 |
|