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