Stratos Wealth Partners’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 |
-9,082
| Closed | -$231K | – | 1472 |
|
|
2024
Q3 | $231K | Sell |
9,082
-6,238
| -41% | -$159K | ﹤0.01% | 1270 |
|
|
2024
Q2 | $344K | Sell |
15,320
-8,119
| -35% | -$182K | 0.01% | 1042 |
|
|
2024
Q1 | $570K | Buy |
23,439
+353
| +2% | +$8.58K | 0.01% | 844 |
|
|
2023
Q4 | $681K | Buy |
23,086
+415
| +2% | +$12.2K | 0.01% | 759 |
|
|
2023
Q3 | $617K | Buy |
22,671
+1,256
| +6% | +$34.2K | 0.01% | 741 |
|
|
2023
Q2 | $571K | Buy |
21,415
+836
| +4% | +$22.3K | 0.01% | 716 |
|
|
2023
Q1 | $445K | Buy |
20,579
+666
| +3% | +$14.4K | 0.01% | 739 |
|
|
2022
Q4 | $446K | Sell |
19,913
-521
| -3% | -$11.7K | 0.01% | 769 |
|
|
2022
Q3 | $423K | Buy |
20,434
+5,511
| +37% | +$114K | 0.01% | 750 |
|
|
2022
Q2 | $313K | Sell |
14,923
-550
| -4% | -$11.5K | 0.01% | 909 |
|
|
2022
Q1 | $360K | Buy |
15,473
+659
| +4% | +$15.3K | 0.01% | 926 |
|
|
2021
Q4 | $364K | Buy |
+14,814
| New | +$364K | 0.01% | 933 |
|
|
2021
Q3 | – | Sell |
-6,802
| Closed | -$206K | – | 1200 |
|
|
2021
Q2 | $206K | Sell |
6,802
-1,200
| -15% | -$36.3K | 0.01% | 1107 |
|
|
2021
Q1 | $213K | Buy |
+8,002
| New | +$213K | 0.01% | 1018 |
|
|
2018
Q4 | – | Sell |
-3,249
| Closed | -$87K | – | 1173 |
|
|
2018
Q3 | $87K | Buy |
+3,249
| New | +$87K | ﹤0.01% | 1193 |
|
|
2018
Q2 | – | Sell |
-1,100
| Closed | -$34K | – | 1318 |
|
|
2018
Q1 | $34K | Buy |
+1,100
| New | +$34K | ﹤0.01% | 1773 |
|