TD Private Client Wealth’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-834
| Closed | -$24.6K | – | 1230 |
|
|
2023
Q4 | $24.6K | Sell |
834
-20,850
| -96% | -$615K | ﹤0.01% | 926 |
|
|
2023
Q3 | $590K | Sell |
21,684
-5,324
| -20% | -$145K | 0.03% | 387 |
|
|
2023
Q2 | $720K | Sell |
27,008
-11,140
| -29% | -$297K | 0.03% | 390 |
|
|
2023
Q1 | $825K | Sell |
38,148
-1,727
| -4% | -$37.3K | 0.04% | 353 |
|
|
2022
Q4 | $892K | Sell |
39,875
-13,424
| -25% | -$300K | 0.04% | 342 |
|
|
2022
Q3 | $1.1M | Sell |
53,299
-863
| -2% | -$17.9K | 0.06% | 289 |
|
|
2022
Q2 | $1.14M | Buy |
54,162
+70
| +0.1% | +$1.47K | 0.06% | 295 |
|
|
2022
Q1 | $1.26M | Sell |
54,092
-589
| -1% | -$13.7K | 0.05% | 306 |
|
|
2021
Q4 | $1.34M | Buy |
54,681
+67
| +0.1% | +$1.64K | 0.06% | 297 |
|
|
2021
Q3 | $1.6M | Sell |
54,614
-22,570
| -29% | -$659K | 0.07% | 272 |
|
|
2021
Q2 | $2.34M | Sell |
77,184
-9,656
| -11% | -$293K | 0.1% | 211 |
|
|
2021
Q1 | $2.32M | Buy |
86,840
+10,474
| +14% | +$279K | 0.11% | 201 |
|
|
2020
Q4 | $1.69M | Buy |
76,366
+3,340
| +5% | +$74.1K | 0.09% | 238 |
|
|
2020
Q3 | $1.41M | Buy |
73,026
+16,057
| +28% | +$309K | 0.08% | 243 |
|
|
2020
Q2 | $1.24M | Buy |
56,969
+6,109
| +12% | +$133K | 0.07% | 256 |
|
|
2020
Q1 | $921K | Buy |
+50,860
| New | +$921K | 0.07% | 239 |
|