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Valley Wealth Managers’s Dropbox DBX Stock Holding History

Valley Wealth Managers’s Portfolio DBX Stock Details DBX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,937
Closed -$268K – 187
2021
Q4 		$268K Buy
10,937
+1,575
+17% +$38.6K 0.02% 174
2021
Q3 		$274K Buy
9,362
+727
+8% +$21.3K 0.02% 161
2021
Q2 		$262K Buy
+8,635
New +$262K 0.02% 163