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TrinityPoint Wealth’s Dropbox DBX Stock Holding History

TrinityPoint Wealth’s Portfolio DBX Stock Details DBX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-17,375
Closed -$379K – 174
2019
Q1 		$379K Buy
17,375
+450
+3% +$9.82K 0.19% 108
2018
Q4 		$346K Buy
+16,925
New +$346K 0.21% 112