GM Advisory Group’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-19,845
| Closed | -$487K | – | 197 |
|
|
2021
Q4 | $487K | Buy |
19,845
+3,870
| +24% | +$95K | 0.04% | 132 |
|
|
2021
Q3 | $467K | Hold |
15,975
| – | – | 0.05% | 130 |
|
|
2021
Q2 | $484K | Sell |
15,975
-800
| -5% | -$24.2K | 0.05% | 129 |
|
|
2021
Q1 | $447K | Hold |
16,775
| – | – | 0.05% | 125 |
|
|
2020
Q4 | $372K | Sell |
16,775
-6,000
| -26% | -$133K | 0.05% | 126 |
|
|
2020
Q3 | $439K | Hold |
22,775
| – | – | 0.07% | 103 |
|
|
2020
Q2 | $496K | Buy |
+22,775
| New | +$496K | 0.09% | 99 |
|