LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s Dropbox DBX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-200	Closed	-$6.34K	–	571
2023 Q4	$6.34K	Hold	200	–	–	﹤0.01%	514
2023 Q3	$5.29K	Hold	200	–	–	﹤0.01%	548
2023 Q2	$5.33K	Hold	200	–	–	﹤0.01%	570
2023 Q1	$4.32K	Hold	200	–	–	﹤0.01%	552
2022 Q4	$4.48K	Hold	200	–	–	﹤0.01%	537
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	555
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	584
2022 Q1	$5K	Hold	200	–	–	﹤0.01%	587
2021 Q4	$5K	Hold	200	–	–	﹤0.01%	650
2021 Q3	$6K	Hold	200	–	–	﹤0.01%	641
2021 Q2	$6K	Buy	+200	New	+$6K	﹤0.01%	712
2021 Q1	–	Sell	-200	Closed	-$4K	–	400
2020 Q4	$4K	Hold	200	–	–	﹤0.01%	706
2020 Q3	$4K	Sell	200 -100	-33%	-$2K	﹤0.01%	550
2020 Q2	$7K	Hold	300	–	–	﹤0.01%	517
2020 Q1	$5K	Hold	300	–	–	﹤0.01%	577
2019 Q4	$5K	Hold	300	–	–	﹤0.01%	608
2019 Q3	$6K	Sell	300 -700	-70%	-$14K	﹤0.01%	597
2019 Q2	$25K	Buy	1,000 +100	+11%	+$2.5K	﹤0.01%	490
2019 Q1	$20K	Sell	900 -4,000	-82%	-$88.9K	﹤0.01%	524
2018 Q4	$100K	Hold	4,900	–	–	﹤0.01%	320
2018 Q3	$131K	Buy	4,900 +700	+17%	+$18.7K	﹤0.01%	317
2018 Q2	$136K	Hold	4,200	–	–	﹤0.01%	317
2018 Q1	$131K	Buy	+4,200	New	+$131K	﹤0.01%	332