Patriot Financial Group Insurance Agency’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-200
| Closed | -$5K | – | 2088 |
|
|
2021
Q1 | $5K | Sell |
200
-454
| -69% | -$11.4K | ﹤0.01% | 1543 |
|
|
2020
Q4 | $15K | Hold |
654
| – | – | ﹤0.01% | 1075 |
|
|
2020
Q3 | $13K | Buy |
654
+454
| +227% | +$9.02K | ﹤0.01% | 942 |
|
|
2020
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 1220 |
|
|
2020
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 1119 |
|
|
2019
Q4 | $4K | Buy |
200
+100
| +100% | +$2K | ﹤0.01% | 1003 |
|
|
2019
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1072 |
|
|
2019
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1093 |
|