One Wealth Advisors’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,961
| Closed | -$223K | – | 294 |
|
|
2022
Q4 | $223K | Sell |
9,961
-12,120
| -55% | -$271K | 0.05% | 172 |
|
|
2022
Q3 | $458K | Buy |
+22,081
| New | +$458K | 0.15% | 83 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$2K | – | 202 |
|
|
2019
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 475 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$3K | – | 195 |
|
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 468 |
|
|
2018
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 463 |
|
|
2018
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 428 |
|