Hennion & Walsh Asset Management’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,983
| Closed | -$237K | – | 808 |
|
|
2023
Q1 | $237K | Sell |
10,983
-363
| -3% | -$7.83K | 0.01% | 701 |
|
|
2022
Q4 | $254K | Sell |
11,346
-1,652
| -13% | -$37K | 0.02% | 683 |
|
|
2022
Q3 | $269K | Sell |
12,998
-669
| -5% | -$13.8K | 0.02% | 644 |
|
|
2022
Q2 | $287K | Sell |
13,667
-194
| -1% | -$4.07K | 0.02% | 639 |
|
|
2022
Q1 | $322K | Sell |
13,861
-937
| -6% | -$21.8K | 0.02% | 634 |
|
|
2021
Q4 | $363K | Buy |
14,798
+337
| +2% | +$8.27K | 0.02% | 606 |
|
|
2021
Q3 | $423K | Buy |
14,461
+4,354
| +43% | +$127K | 0.02% | 542 |
|
|
2021
Q2 | $306K | Buy |
+10,107
| New | +$306K | 0.02% | 613 |
|