SVB Wealth’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,293
| Closed | -$141K | – | 795 |
|
|
2025
Q1 | $141K | Sell |
5,293
-2,369
| -31% | -$63.3K | 0.01% | 357 |
|
|
2024
Q4 | $230K | Buy |
+7,662
| New | +$230K | ﹤0.01% | 638 |
|
|
2024
Q3 | – | Sell |
-10,026
| Closed | -$225K | – | 152 |
|
|
2024
Q2 | $225K | Sell |
10,026
-6
| -0.1% | -$135 | 0.01% | 647 |
|
|
2024
Q1 | $244K | Sell |
10,032
-3,813
| -28% | -$92.7K | 0.01% | 696 |
|
|
2023
Q4 | $408K | Sell |
13,845
-6,577
| -32% | -$194K | 0.01% | 543 |
|
|
2023
Q3 | $556K | Sell |
20,422
-337
| -2% | -$9.18K | 0.01% | 427 |
|
|
2023
Q2 | $554K | Sell |
20,759
-7,854
| -27% | -$209K | 0.01% | 460 |
|
|
2023
Q1 | $619K | Sell |
28,613
-998
| -3% | -$21.6K | 0.01% | 489 |
|
|
2022
Q4 | $663K | Buy |
29,611
+1,065
| +4% | +$23.8K | 0.01% | 491 |
|
|
2022
Q3 | $591K | Sell |
28,546
-11,849
| -29% | -$245K | 0.01% | 484 |
|
|
2022
Q2 | $848K | Buy |
40,395
+93
| +0.2% | +$1.95K | 0.01% | 354 |
|
|
2022
Q1 | $937K | Sell |
40,302
-200
| -0.5% | -$4.65K | 0.01% | 333 |
|
|
2021
Q4 | $994K | Buy |
+40,502
| New | +$994K | 0.02% | 309 |
|