OAM
Optimal Asset Management’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2M | Buy |
68,515
+236
| +0.3% | +$6.9K | 0.25% | 148 |
|
|
2021
Q2 | $2.07M | Hold |
68,279
| – | – | 0.25% | 150 |
|
|
2021
Q1 | $1.82M | Buy |
68,279
+39,200
| +135% | +$1.04M | 0.24% | 150 |
|
|
2020
Q4 | $645K | Hold |
29,079
| – | – | 0.09% | 311 |
|
|
2020
Q3 | $560K | Buy |
29,079
+13,461
| +86% | +$259K | 0.08% | 323 |
|
|
2020
Q2 | $340K | Buy |
+15,618
| New | +$340K | 0.06% | 369 |
|