Rise Advisors’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6K | Hold |
474
| – | – | 0.01% | 804 |
|
|
2025
Q1 | $12.7K | Buy |
+474
| New | +$12.7K | 0.01% | 811 |
|
|
2024
Q4 | – | Sell |
-120
| Closed | -$3.05K | – | 1143 |
|
|
2024
Q3 | $3.05K | Hold |
120
| – | – | ﹤0.01% | 1105 |
|
|
2024
Q2 | $2.7K | Hold |
120
| – | – | ﹤0.01% | 1108 |
|
|
2024
Q1 | $2.92K | Hold |
120
| – | – | ﹤0.01% | 1118 |
|
|
2023
Q4 | $3.54K | Hold |
120
| – | – | ﹤0.01% | 416 |
|
|
2023
Q3 | $3.27K | Hold |
120
| – | – | ﹤0.01% | 414 |
|
|
2023
Q2 | $3.2K | Hold |
120
| – | – | ﹤0.01% | 462 |
|
|
2023
Q1 | $2.59K | Hold |
120
| – | – | ﹤0.01% | 539 |
|
|
2022
Q4 | $2.69K | Hold |
120
| – | – | ﹤0.01% | 524 |
|
|
2022
Q3 | $2K | Hold |
120
| – | – | ﹤0.01% | 539 |
|
|
2022
Q2 | $3K | Hold |
120
| – | – | ﹤0.01% | 497 |
|
|
2022
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 477 |
|
|
2021
Q4 | $2.95K | Buy |
+120
| New | +$2.95K | ﹤0.01% | 480 |
|