OneDigital Investment Advisors’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-700
| Closed | -$18K | – | 649 |
|
|
2019
Q2 | $18K | Buy |
700
+500
| +250% | +$12.9K | ﹤0.01% | 823 |
|
|
2019
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 1005 |
|
|
2018
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 968 |
|
|
2018
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 918 |
|
|
2018
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 1139 |
|
|
2018
Q1 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 1124 |
|