Legacy Advisors’s Dropbox DBX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$612K Hold
2023
Q3
$565K Hold
2023
Q2
$553K Hold
2023
Q1
$449K Sell
2022
Q4
$467K Sell
2022
Q3
$462K Buy
2022
Q2
$438K Buy
2022
Q1
$483K Hold
2021
Q4
$509K Buy
2021
Q3
$584K Hold
2021
Q2
$606K Hold
2021
Q1
$533K Hold
2020
Q4
$444K Buy