Valeo Financial Advisors’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-800
| Closed | -$21K | – | 745 |
|
|
2021
Q1 | $21K | Buy |
+800
| New | +$21K | ﹤0.01% | 1079 |
|
|
2020
Q1 | – | Sell |
-1,300
| Closed | -$23K | – | 1763 |
|
|
2019
Q4 | $23K | Buy |
1,300
+200
| +18% | +$3.54K | ﹤0.01% | 874 |
|
|
2019
Q3 | $22K | Buy |
1,100
+100
| +10% | +$2K | ﹤0.01% | 810 |
|
|
2019
Q2 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 777 |
|
|
2019
Q1 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 750 |
|
|
2018
Q4 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 701 |
|
|
2018
Q3 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 724 |
|
|
2018
Q2 | $29K | Buy |
+1,000
| New | +$29K | ﹤0.01% | 657 |
|