KWM
DBX icon

Kingsview Wealth Management’s Dropbox DBX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-300
Closed -$5K 480
2019
Q4
$5K Hold
300
﹤0.01% 461
2019
Q3
$6K Hold
300
﹤0.01% 419
2019
Q2
$8K Hold
300
﹤0.01% 413
2019
Q1
$7K Buy
+300
New +$7K ﹤0.01% 446