JFS Wealth Advisors’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01K | Sell |
175
-1
| -0.6% | -$29 | ﹤0.01% | 1090 |
|
|
2025
Q1 | $4.7K | Buy |
176
+3
| +2% | +$80 | ﹤0.01% | 1147 |
|
|
2024
Q4 | $5.2K | Hold |
173
| – | – | ﹤0.01% | 1116 |
|
|
2024
Q3 | $4.4K | Buy |
173
+5
| +3% | +$127 | ﹤0.01% | 1171 |
|
|
2024
Q2 | $3.78K | Hold |
168
| – | – | ﹤0.01% | 1177 |
|
|
2024
Q1 | $4.08K | Sell |
168
-24
| -13% | -$583 | ﹤0.01% | 1174 |
|
|
2023
Q4 | $5.66K | Sell |
192
-18
| -9% | -$531 | ﹤0.01% | 1006 |
|
|
2023
Q3 | $5.72K | Buy |
210
+42
| +25% | +$1.14K | ﹤0.01% | 938 |
|
|
2023
Q2 | $4.48K | Buy |
168
+26
| +18% | +$693 | ﹤0.01% | 1053 |
|
|
2023
Q1 | $3.07K | Sell |
142
-54
| -28% | -$1.17K | ﹤0.01% | 1196 |
|
|
2022
Q4 | $4.39K | Sell |
196
-8
| -4% | -$179 | ﹤0.01% | 1045 |
|
|
2022
Q3 | $4K | Buy |
204
+99
| +94% | +$1.94K | ﹤0.01% | 1043 |
|
|
2022
Q2 | $2K | Sell |
105
-53
| -34% | -$1.01K | ﹤0.01% | 1301 |
|
|
2022
Q1 | $4K | Buy |
158
+98
| +163% | +$2.48K | ﹤0.01% | 1122 |
|
|
2021
Q4 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 1322 |
|