SOA Wealth Advisors’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-200
| Closed | -$4.32K | – | 949 |
|
|
2023
Q1 | $4.32K | Hold |
200
| – | – | ﹤0.01% | 639 |
|
|
2022
Q4 | $4.48K | Hold |
200
| – | – | ﹤0.01% | 639 |
|
|
2022
Q3 | $4K | Sell |
200
-10
| -5% | -$200 | ﹤0.01% | 622 |
|
|
2022
Q2 | $4K | Buy |
210
+10
| +5% | +$190 | ﹤0.01% | 610 |
|
|
2022
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 709 |
|
|
2021
Q4 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 687 |
|