Summit Securities Group’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 |
-657
| Closed | -$17K | – | 567 |
|
|
2024
Q3 | $17K | Buy |
+657
| New | +$17K | ﹤0.01% | 235 |
|
|
2023
Q2 | – | Sell |
-19
| Closed | – | – | 777 |
|
|
2023
Q1 | $0 | Sell |
19
-1,470
| -99% | – | ﹤0.01% | 743 |
|
|
2022
Q4 | $33K | Buy |
+1,489
| New | +$33K | ﹤0.01% | 579 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 283 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 285 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 191 |
|