True Wealth Design’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Buy |
663
+294
| +80% | +$8.41K | 0.01% | 396 |
|
|
2025
Q1 | $9.86K | Sell |
369
-667
| -64% | -$17.8K | ﹤0.01% | 478 |
|
|
2024
Q4 | $31.1K | Buy |
1,036
+680
| +191% | +$20.4K | 0.01% | 257 |
|
|
2024
Q3 | $9.05K | Buy |
+356
| New | +$9.05K | ﹤0.01% | 442 |
|
|
2024
Q2 | – | Sell |
-17
| Closed | -$414 | – | 791 |
|
|
2024
Q1 | $414 | Buy |
17
+7
| +70% | +$170 | ﹤0.01% | 665 |
|
|
2023
Q4 | $295 | Buy |
10
+1
| +11% | +$30 | ﹤0.01% | 608 |
|
|
2023
Q3 | $246 | Hold |
9
| – | – | ﹤0.01% | 606 |
|
|
2023
Q2 | $241 | Hold |
9
| – | – | ﹤0.01% | 624 |
|
|
2023
Q1 | $195 | Hold |
9
| – | – | ﹤0.01% | 740 |
|
|
2022
Q4 | $201 | Buy |
+9
| New | +$201 | ﹤0.01% | 660 |
|