Nisa Investment Advisors’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Sell |
171,073
-22,538
| -12% | -$645K | 0.02% | 415 |
|
|
2025
Q1 | $5.17M | Buy |
193,611
+188,222
| +3,493% | +$5.03M | 0.03% | 407 |
|
|
2024
Q4 | $162K | Buy |
5,389
+490
| +10% | +$14.7K | ﹤0.01% | 1349 |
|
|
2024
Q3 | $125K | Sell |
4,899
-770
| -14% | -$19.6K | ﹤0.01% | 1387 |
|
|
2024
Q2 | $127K | Sell |
5,669
-123,299
| -96% | -$2.77M | ﹤0.01% | 1417 |
|
|
2024
Q1 | $3.13M | Buy |
128,968
+7,389
| +6% | +$180K | 0.02% | 566 |
|
|
2023
Q4 | $3.58M | Sell |
121,579
-4,577
| -4% | -$135K | 0.03% | 494 |
|
|
2023
Q3 | $3.44M | Buy |
126,156
+26,170
| +26% | +$713K | 0.03% | 512 |
|
|
2023
Q2 | $2.67M | Sell |
99,986
-9,111
| -8% | -$243K | 0.02% | 591 |
|
|
2023
Q1 | $2.36M | Buy |
109,097
+12,227
| +13% | +$264K | 0.02% | 622 |
|
|
2022
Q4 | $2.17M | Sell |
96,870
-4,690
| -5% | -$105K | 0.02% | 710 |
|
|
2022
Q3 | $2.1M | Sell |
101,560
-6,939
| -6% | -$144K | 0.02% | 616 |
|
|
2022
Q2 | $2.28M | Buy |
108,499
+4,501
| +4% | +$94.5K | 0.02% | 606 |
|
|
2022
Q1 | $2.42M | Buy |
103,998
+5,400
| +5% | +$126K | 0.02% | 623 |
|
|
2021
Q4 | $2.44M | Buy |
98,598
+21,273
| +28% | +$526K | 0.02% | 593 |
|
|
2021
Q3 | $2.26K | Buy |
77,325
+40,577
| +110% | +$1.19K | 0.01% | 677 |
|
|
2021
Q2 | $1.11K | Buy |
36,748
+27,448
| +295% | +$832 | 0.01% | 903 |
|
|
2021
Q1 | $248 | Hold |
9,300
| – | – | ﹤0.01% | 1412 |
|
|
2020
Q4 | $206K | Hold |
9,300
| – | – | ﹤0.01% | 1460 |
|
|
2020
Q3 | $179K | Hold |
9,300
| – | – | ﹤0.01% | 1346 |
|
|
2020
Q2 | $202K | Hold |
9,300
| – | – | ﹤0.01% | 1279 |
|
|
2020
Q1 | $168K | Buy |
+9,300
| New | +$168K | ﹤0.01% | 1238 |
|