Meridian Investment Counsel’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-7,576
| Closed | -$223K | – | 208 |
|
2023
Q4 | $223K | Sell |
7,576
-1,116
| -13% | -$32.9K | 0.08% | 190 |
|
2023
Q3 | $237K | Buy |
8,692
+16
| +0.2% | +$436 | 0.09% | 183 |
|
2023
Q2 | $231K | Buy |
+8,676
| New | +$231K | 0.08% | 188 |
|
2022
Q4 | – | Sell |
-13,675
| Closed | -$283K | – | 208 |
|
2022
Q3 | $283K | Sell |
13,675
-181
| -1% | -$3.75K | 0.13% | 159 |
|
2022
Q2 | $291K | Buy |
13,856
+722
| +5% | +$15.2K | 0.12% | 164 |
|
2022
Q1 | $305K | Buy |
+13,134
| New | +$305K | 0.11% | 172 |
|