LFAS
Level Four Advisory Services’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-192,250
| Closed | -$4.97M | – | 763 |
|
|
2024
Q3 | $4.97M | Buy |
192,250
+4,163
| +2% | +$108K | 0.21% | 141 |
|
|
2024
Q2 | $4.23M | Buy |
188,087
+23,568
| +14% | +$530K | 0.19% | 156 |
|
|
2024
Q1 | $4.85M | Buy |
164,519
+13,508
| +9% | +$398K | 0.27% | 97 |
|
|
2023
Q4 | $4.45M | Sell |
151,011
-3,849
| -2% | -$113K | 0.25% | 108 |
|
|
2023
Q3 | $4.22M | Buy |
154,860
+3,230
| +2% | +$88K | 0.27% | 97 |
|
|
2023
Q2 | $4.04M | Buy |
151,630
+2,237
| +1% | +$59.7K | 0.24% | 102 |
|
|
2023
Q1 | $3.23M | Buy |
149,393
+27,363
| +22% | +$592K | 0.21% | 118 |
|
|
2022
Q4 | $2.73M | Sell |
122,030
-45,134
| -27% | -$1.01M | 0.2% | 122 |
|
|
2022
Q3 | $3.46M | Sell |
167,164
-12,287
| -7% | -$255K | 0.34% | 81 |
|
|
2022
Q2 | $3.77M | Buy |
179,451
+7,027
| +4% | +$148K | 0.36% | 75 |
|
|
2022
Q1 | $4.01M | Buy |
172,424
+10,575
| +7% | +$246K | 0.31% | 86 |
|
|
2021
Q4 | $3.97M | Buy |
+161,849
| New | +$3.97M | 0.3% | 89 |
|