SWA
Sutton Wealth Advisors’s Dropbox DBX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-500
| Closed | -$14.6K | – | 1673 |
|
2021
Q3 | $14.6K | Hold |
500
| – | – | 0.01% | 790 |
|
2021
Q2 | $15.2K | Hold |
500
| – | – | 0.01% | 783 |
|
2021
Q1 | $13.3K | Hold |
500
| – | – | 0.01% | 787 |
|
2020
Q4 | $11.1K | Buy |
+500
| New | +$11.1K | ﹤0.01% | 782 |
|