Steward Partners Investment Advisory’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-479
| Closed | -$12.2K | – | 4000 |
|
|
2024
Q3 | $12.2K | Hold |
479
| – | – | ﹤0.01% | 2870 |
|
|
2024
Q2 | $10.8K | Sell |
479
-355
| -43% | -$7.98K | ﹤0.01% | 2794 |
|
|
2024
Q1 | $20.3K | Sell |
834
-266
| -24% | -$6.46K | ﹤0.01% | 2521 |
|
|
2023
Q4 | $32.4K | Sell |
1,100
-400
| -27% | -$11.8K | ﹤0.01% | 2156 |
|
|
2023
Q3 | $40.8K | Hold |
1,500
| – | – | ﹤0.01% | 1996 |
|
|
2023
Q2 | $40K | Buy |
1,500
+500
| +50% | +$13.3K | ﹤0.01% | 1973 |
|
|
2023
Q1 | $21.6K | Sell |
1,000
-350
| -26% | -$7.57K | ﹤0.01% | 2217 |
|
|
2022
Q4 | $30.2K | Hold |
1,350
| – | – | ﹤0.01% | 2041 |
|
|
2022
Q3 | $28K | Hold |
1,350
| – | – | ﹤0.01% | 2060 |
|
|
2022
Q2 | $28K | Hold |
1,350
| – | – | ﹤0.01% | 2074 |
|
|
2022
Q1 | $31K | Hold |
1,350
| – | – | ﹤0.01% | 2157 |
|
|
2021
Q4 | $33K | Sell |
1,350
-1,541
| -53% | -$37.7K | ﹤0.01% | 2093 |
|
|
2021
Q3 | $84K | Hold |
2,891
| – | – | ﹤0.01% | 1628 |
|
|
2021
Q2 | $88K | Sell |
2,891
-123
| -4% | -$3.74K | ﹤0.01% | 2430 |
|
|
2021
Q1 | $80.4K | Buy |
3,014
+263
| +10% | +$7.01K | ﹤0.01% | 1731 |
|
|
2020
Q4 | $61K | Sell |
2,751
-345
| -11% | -$7.65K | ﹤0.01% | 1570 |
|
|
2020
Q3 | $60K | Buy |
3,096
+257
| +9% | +$4.98K | ﹤0.01% | 1415 |
|
|
2020
Q2 | $62K | Buy |
2,839
+239
| +9% | +$5.22K | ﹤0.01% | 1323 |
|
|
2020
Q1 | $47K | Buy |
2,600
+250
| +11% | +$4.52K | ﹤0.01% | 1281 |
|
|
2019
Q4 | $42K | Hold |
2,350
| – | – | ﹤0.01% | 1472 |
|
|
2019
Q3 | $47K | Hold |
2,350
| – | – | ﹤0.01% | 1378 |
|
|
2019
Q2 | $58K | Buy |
+2,350
| New | +$58K | ﹤0.01% | 1278 |
|
|
2018
Q4 | – | Sell |
-1,770
| Closed | -$47K | – | 1065 |
|
|
2018
Q3 | $47K | Buy |
1,770
+1,270
| +254% | +$33.7K | ﹤0.01% | 1216 |
|
|
2018
Q2 | $16K | Buy |
500
+440
| +733% | +$14.1K | ﹤0.01% | 1545 |
|
|
2018
Q1 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 2122 |
|