V Wealth Advisors’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-14,400
| Closed | -$335K | – | 416 |
|
|
2022
Q1 | $335K | Sell |
14,400
-3,500
| -20% | -$81.4K | 0.05% | 328 |
|
|
2021
Q4 | $439K | Sell |
17,900
-500
| -3% | -$12.3K | 0.06% | 281 |
|
|
2021
Q3 | $538K | Hold |
18,400
| – | – | 0.08% | 255 |
|
|
2021
Q2 | $558K | Sell |
18,400
-1,500
| -8% | -$45.5K | 0.09% | 250 |
|
|
2021
Q1 | $531K | Sell |
19,900
-1,100
| -5% | -$29.4K | 0.1% | 240 |
|
|
2020
Q4 | $466K | Hold |
21,000
| – | – | 0.1% | 220 |
|
|
2020
Q3 | $404K | Buy |
+21,000
| New | +$404K | 0.28% | 92 |
|