Unigestion Holding’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-17,824
| Closed | -$476K | – | 197 |
|
2023
Q2 | $476K | Sell |
17,824
-3,667
| -17% | -$98K | 0.03% | 177 |
|
2023
Q1 | $451K | Buy |
+21,491
| New | +$451K | 0.02% | 204 |
|
2020
Q2 | – | Sell |
-20,649
| Closed | -$374K | – | 232 |
|
2020
Q1 | $374K | Buy |
+20,649
| New | +$374K | 0.01% | 217 |
|