IMA
Investment Management Associates’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-384,599
| Closed | -$8.61M | – | 39 |
|
|
2022
Q4 | $8.61M | Buy |
384,599
+9,450
| +3% | +$211K | 3.6% | 11 |
|
|
2022
Q3 | $7.77M | Buy |
375,149
+27,958
| +8% | +$579K | 3.66% | 13 |
|
|
2022
Q2 | $7.9M | Buy |
347,191
+62,281
| +22% | +$1.42M | 3.4% | 13 |
|
|
2022
Q1 | $6.62M | Buy |
284,910
+71,090
| +33% | +$1.65M | 2.95% | 14 |
|
|
2021
Q4 | $5.25M | Buy |
213,820
+49,132
| +30% | +$1.21M | 2.38% | 17 |
|
|
2021
Q3 | $4.81M | Sell |
164,688
-5,820
| -3% | -$170K | 2.5% | 16 |
|
|
2021
Q2 | $5.17M | Buy |
170,508
+78,505
| +85% | +$2.38M | 2.69% | 14 |
|
|
2021
Q1 | $2.45M | Buy |
+92,003
| New | +$2.45M | 1.43% | 23 |
|