United Capital Financial Advisors’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,245
| Closed | -$230K | – | 1064 |
|
|
2024
Q2 | $230K | Sell |
10,245
-2,044
| -17% | -$45.9K | ﹤0.01% | 931 |
|
|
2024
Q1 | $299K | Buy |
12,289
+8
| +0.1% | +$194 | ﹤0.01% | 871 |
|
|
2023
Q4 | $362K | Buy |
12,281
+2,281
| +23% | +$67.2K | ﹤0.01% | 808 |
|
|
2023
Q3 | $272K | Hold |
10,000
| – | – | ﹤0.01% | 745 |
|
|
2023
Q2 | $267K | Sell |
10,000
-2,517
| -20% | -$67.1K | ﹤0.01% | 792 |
|
|
2023
Q1 | $271K | Buy |
12,517
+2,265
| +22% | +$49K | ﹤0.01% | 845 |
|
|
2022
Q4 | $229K | Buy |
+10,252
| New | +$229K | ﹤0.01% | 951 |
|
|
2019
Q3 | – | Sell |
-25,311
| Closed | -$634K | – | 1339 |
|
|
2019
Q2 | $634K | Buy |
25,311
+2,605
| +11% | +$65.3K | ﹤0.01% | 952 |
|
|
2019
Q1 | $495K | Buy |
+22,706
| New | +$495K | ﹤0.01% | 972 |
|