LNWWM
Laird Norton Wetherby Wealth Management’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,494
| Closed | -$227K | – | 908 |
|
|
2023
Q2 | $227K | Buy |
+8,494
| New | +$227K | 0.01% | 801 |
|
|
2023
Q1 | – | Sell |
-9,338
| Closed | -$209K | – | 916 |
|
|
2022
Q4 | $209K | Buy |
+9,338
| New | +$209K | 0.01% | 784 |
|
|
2022
Q2 | – | Sell |
-9,184
| Closed | -$214K | – | 914 |
|
|
2022
Q1 | $214K | Buy |
9,184
+191
| +2% | +$4.45K | 0.01% | 835 |
|
|
2021
Q4 | $221K | Buy |
8,993
+247
| +3% | +$6.07K | 0.01% | 813 |
|
|
2021
Q3 | $255K | Buy |
8,746
+11
| +0.1% | +$321 | 0.02% | 754 |
|
|
2021
Q2 | $265K | Buy |
8,735
+800
| +10% | +$24.3K | 0.02% | 748 |
|
|
2021
Q1 | $212K | Buy |
+7,935
| New | +$212K | 0.02% | 721 |
|