LA
Legacy Advisors’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,753
| Closed | -$612K | – | 319 |
|
|
2023
Q4 | $612K | Hold |
20,753
| – | – | 0.08% | 178 |
|
|
2023
Q3 | $565K | Hold |
20,753
| – | – | 0.09% | 174 |
|
|
2023
Q2 | $553K | Hold |
20,753
| – | – | 0.08% | 165 |
|
|
2023
Q1 | $449K | Sell |
20,753
-97
| -0.5% | -$2.1K | 0.08% | 161 |
|
|
2022
Q4 | $467K | Sell |
20,850
-1,466
| -7% | -$32.8K | 0.09% | 152 |
|
|
2022
Q3 | $462K | Buy |
22,316
+1,466
| +7% | +$30.4K | 0.1% | 133 |
|
|
2022
Q2 | $438K | Buy |
20,850
+97
| +0.5% | +$2.04K | 0.09% | 129 |
|
|
2022
Q1 | $483K | Hold |
20,753
| – | – | 0.09% | 127 |
|
|
2021
Q4 | $509K | Buy |
20,753
+753
| +4% | +$18.5K | 0.19% | 73 |
|
|
2021
Q3 | $584K | Hold |
20,000
| – | – | 0.23% | 64 |
|
|
2021
Q2 | $606K | Hold |
20,000
| – | – | 0.25% | 61 |
|
|
2021
Q1 | $533K | Hold |
20,000
| – | – | 0.24% | 60 |
|
|
2020
Q4 | $444K | Buy |
+20,000
| New | +$444K | 0.25% | 64 |
|