JNBA Financial Advisors’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-215
| Closed | -$5.74K | – | 661 |
|
|
2025
Q1 | $5.74K | Hold |
215
| – | – | ﹤0.01% | 525 |
|
|
2024
Q4 | $6.46K | Hold |
215
| – | – | ﹤0.01% | 508 |
|
|
2024
Q3 | $5.47K | Hold |
215
| – | – | ﹤0.01% | 544 |
|
|
2024
Q2 | $4.83K | Hold |
215
| – | – | ﹤0.01% | 526 |
|
|
2024
Q1 | $5.23K | Hold |
215
| – | – | ﹤0.01% | 529 |
|
|
2023
Q4 | $6.34K | Hold |
215
| – | – | ﹤0.01% | 513 |
|
|
2023
Q3 | $5.86K | Hold |
215
| – | – | ﹤0.01% | 526 |
|
|
2023
Q2 | $5.74K | Hold |
215
| – | – | ﹤0.01% | 520 |
|
|
2023
Q1 | $4.65K | Hold |
215
| – | – | ﹤0.01% | 550 |
|
|
2022
Q4 | $4.81K | Hold |
215
| – | – | ﹤0.01% | 523 |
|
|
2022
Q3 | $4K | Hold |
215
| – | – | ﹤0.01% | 540 |
|
|
2022
Q2 | $5K | Hold |
215
| – | – | ﹤0.01% | 559 |
|
|
2022
Q1 | $5K | Hold |
215
| – | – | ﹤0.01% | 553 |
|
|
2021
Q4 | $5K | Hold |
215
| – | – | ﹤0.01% | 604 |
|
|
2021
Q3 | $6K | Hold |
215
| – | – | ﹤0.01% | 565 |
|
|
2021
Q2 | $7K | Hold |
215
| – | – | ﹤0.01% | 517 |
|
|
2021
Q1 | $6K | Hold |
215
| – | – | ﹤0.01% | 510 |
|
|
2020
Q4 | $5K | Buy |
+215
| New | +$5K | ﹤0.01% | 492 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$3K | – | 611 |
|
|
2019
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 552 |
|