Optimum Investment Advisors’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 |
-20
| Closed | -$590 | – | 647 |
|
|
2023
Q4 | $590 | Hold |
20
| – | – | ﹤0.01% | 613 |
|
|
2023
Q3 | $545 | Hold |
20
| – | – | ﹤0.01% | 676 |
|
|
2023
Q2 | $533 | Hold |
20
| – | – | ﹤0.01% | 677 |
|
|
2023
Q1 | $432 | Hold |
20
| – | – | ﹤0.01% | 706 |
|
|
2022
Q4 | $448 | Hold |
20
| – | – | ﹤0.01% | 732 |
|
|
2022
Q3 | $0 | Sell |
20
-228
| -92% | – | ﹤0.01% | 811 |
|
|
2022
Q2 | $5K | Buy |
248
+228
| +1,140% | +$4.6K | ﹤0.01% | 669 |
|
|
2022
Q1 | $0 | Sell |
20
-30
| -60% | – | ﹤0.01% | 847 |
|
|
2021
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 798 |
|
|
2021
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 807 |
|
|
2021
Q2 | $2K | Sell |
50
-10
| -17% | -$400 | ﹤0.01% | 859 |
|
|
2021
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 858 |
|
|
2020
Q4 | $1K | Hold |
60
| – | – | ﹤0.01% | 842 |
|
|
2020
Q3 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 827 |
|
|
2019
Q4 | – | Sell |
-277
| Closed | -$6K | – | 949 |
|
|
2019
Q3 | $6K | Hold |
277
| – | – | ﹤0.01% | 859 |
|
|
2019
Q2 | $7K | Sell |
277
-250
| -47% | -$6.32K | ﹤0.01% | 817 |
|
|
2019
Q1 | $11K | Hold |
527
| – | – | ﹤0.01% | 787 |
|
|
2018
Q4 | $11K | Sell |
527
-700
| -57% | -$14.6K | ﹤0.01% | 743 |
|
|
2018
Q3 | $33K | Buy |
1,227
+727
| +145% | +$19.6K | 0.01% | 626 |
|
|
2018
Q2 | $16K | Buy |
+500
| New | +$16K | ﹤0.01% | 773 |
|