Spire Wealth Management’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-183
| Closed | -$4.45K | – | 2242 |
|
|
2024
Q1 | $4.45K | Sell |
183
-60
| -25% | -$1.46K | ﹤0.01% | 1954 |
|
|
2023
Q4 | $7.82K | Hold |
243
| – | – | ﹤0.01% | 1822 |
|
|
2023
Q3 | $6.62K | Sell |
243
-1,629
| -87% | -$44.4K | ﹤0.01% | 1855 |
|
|
2023
Q2 | $49.9K | Sell |
1,872
-686
| -27% | -$18.3K | ﹤0.01% | 1196 |
|
|
2023
Q1 | $55.3K | Buy |
2,558
+254
| +11% | +$5.49K | ﹤0.01% | 1161 |
|
|
2022
Q4 | $52K | Buy |
2,304
+146
| +7% | +$3.3K | ﹤0.01% | 978 |
|
|
2022
Q3 | $45K | Buy |
2,158
+350
| +19% | +$7.3K | ﹤0.01% | 986 |
|
|
2022
Q2 | $38K | Hold |
1,808
| – | – | ﹤0.01% | 1406 |
|
|
2022
Q1 | $42K | Buy |
1,808
+958
| +113% | +$22.3K | ﹤0.01% | 1508 |
|
|
2021
Q4 | $21K | Buy |
850
+435
| +105% | +$10.7K | ﹤0.01% | 2094 |
|
|
2021
Q3 | $12K | Sell |
415
-250
| -38% | -$7.23K | ﹤0.01% | 2032 |
|
|
2021
Q2 | $20K | Sell |
665
-600
| -47% | -$18K | ﹤0.01% | 1864 |
|
|
2021
Q1 | $34K | Buy |
+1,265
| New | +$34K | ﹤0.01% | 1914 |
|