Sunbelt Securities’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,970
| Closed | -$271K | – | 1727 |
|
|
2023
Q3 | $271K | Hold |
9,970
| – | – | 0.04% | 425 |
|
|
2023
Q2 | $266K | Sell |
9,970
-210
| -2% | -$5.6K | 0.04% | 411 |
|
|
2023
Q1 | $214K | Hold |
10,180
| – | – | 0.03% | 420 |
|
|
2022
Q4 | $228K | Hold |
10,180
| – | – | 0.04% | 402 |
|
|
2022
Q3 | $211K | Hold |
10,180
| – | – | 0.04% | 397 |
|
|
2022
Q2 | $214K | Buy |
10,180
+1,150
| +13% | +$24.2K | 0.05% | 398 |
|
|
2022
Q1 | $214K | Buy |
+9,030
| New | +$214K | 0.04% | 427 |
|