Impact Partnership Wealth’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $283K | Buy |
9,886
+722
| +8% | +$20.6K | 0.05% | 225 |
|
2025
Q1 | $245K | Buy |
+9,164
| New | +$245K | 0.05% | 199 |
|
2024
Q2 | – | Sell |
-755
| Closed | -$18.3K | – | 320 |
|
2024
Q1 | $18.3K | Hold |
755
| – | – | 0.01% | 395 |
|
2023
Q4 | $22.3K | Hold |
755
| – | – | 0.01% | 406 |
|
2023
Q3 | $20.6K | Buy |
+755
| New | +$20.6K | 0.01% | 492 |
|