J.P. Morgan Private Wealth Advisors’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.16M | Sell |
115,889
-199
| -0.2% | -$5.42K | 0.01% | 614 |
|
|
2023
Q2 | $3.1M | Sell |
116,088
-981
| -0.8% | -$26.2K | 0.02% | 442 |
|
|
2023
Q1 | $2.53M | Buy |
117,069
+392
| +0.3% | +$8.48K | 0.01% | 789 |
|
|
2022
Q4 | $2.61M | Sell |
116,677
-1,996
| -2% | -$44.7K | 0.01% | 749 |
|
|
2022
Q3 | $2.46M | Buy |
118,673
+267
| +0.2% | +$5.53K | 0.01% | 772 |
|
|
2022
Q2 | $2.49M | Sell |
118,406
-211
| -0.2% | -$4.43K | 0.01% | 773 |
|
|
2022
Q1 | $2.76M | Sell |
118,617
-4,452
| -4% | -$104K | 0.01% | 801 |
|
|
2021
Q4 | $3.02M | Sell |
123,069
-4,509
| -4% | -$111K | 0.01% | 771 |
|
|
2021
Q3 | $3.73M | Buy |
127,578
+330
| +0.3% | +$9.64K | 0.01% | 674 |
|
|
2021
Q2 | $3.86M | Sell |
127,248
-355
| -0.3% | -$10.8K | 0.01% | 654 |
|
|
2021
Q1 | $3.4M | Sell |
127,603
-56,074
| -31% | -$1.49M | 0.01% | 603 |
|
|
2020
Q4 | $4.08M | Sell |
183,677
-2,518
| -1% | -$55.9K | 0.01% | 537 |
|
|
2020
Q3 | $3.59M | Buy |
186,195
+30,858
| +20% | +$594K | 0.01% | 509 |
|
|
2020
Q2 | $3.38M | Buy |
155,337
+24,576
| +19% | +$535K | 0.02% | 454 |
|
|
2020
Q1 | $2.37M | Buy |
130,761
+17,093
| +15% | +$309K | 0.01% | 503 |
|
|
2019
Q4 | $2.04M | Buy |
113,668
+29,121
| +34% | +$522K | 0.01% | 616 |
|
|
2019
Q3 | $1.71M | Buy |
84,547
+23,189
| +38% | +$468K | 0.01% | 617 |
|
|
2019
Q2 | $1.54M | Sell |
61,358
-89,376
| -59% | -$2.24M | 0.01% | 642 |
|
|
2019
Q1 | $3.29M | Sell |
150,734
-13,616
| -8% | -$297K | 0.02% | 507 |
|
|
2018
Q4 | $3.36M | Buy |
164,350
+145,309
| +763% | +$2.97M | 0.02% | 446 |
|
|
2018
Q3 | $511K | Buy |
+19,041
| New | +$511K | ﹤0.01% | 1069 |
|