Waterfront Wealth’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,038
| Closed | -$464K | – | 260 |
|
|
2024
Q3 | $464K | Buy |
18,038
+766
| +4% | +$19.7K | 0.11% | 185 |
|
|
2024
Q2 | $388K | Buy |
17,272
+1,456
| +9% | +$32.7K | 0.11% | 183 |
|
|
2024
Q1 | $382K | Sell |
15,816
-1,773
| -10% | -$42.8K | 0.11% | 181 |
|
|
2023
Q4 | $519K | Sell |
17,589
-8,120
| -32% | -$239K | 0.15% | 165 |
|
|
2023
Q3 | $685K | Buy |
25,709
+3,611
| +16% | +$96.2K | 0.22% | 132 |
|
|
2023
Q2 | $594K | Sell |
22,098
-9,893
| -31% | -$266K | 0.18% | 156 |
|
|
2023
Q1 | $692K | Buy |
31,991
+8,427
| +36% | +$182K | 0.23% | 134 |
|
|
2022
Q4 | $551K | Buy |
23,564
+2,063
| +10% | +$48.3K | 0.19% | 155 |
|
|
2022
Q3 | $468K | Buy |
21,501
+1,022
| +5% | +$22.2K | 0.18% | 153 |
|
|
2022
Q2 | $430K | Buy |
20,479
+1,972
| +11% | +$41.4K | 0.17% | 155 |
|
|
2022
Q1 | $419K | Buy |
18,507
+2,423
| +15% | +$54.9K | 0.15% | 153 |
|
|
2021
Q4 | $395K | Buy |
16,084
+935
| +6% | +$23K | 0.16% | 134 |
|
|
2021
Q3 | $443K | Sell |
15,149
-1,328
| -8% | -$38.8K | 0.21% | 106 |
|
|
2021
Q2 | $499K | Buy |
16,477
+968
| +6% | +$29.3K | 0.24% | 99 |
|
|
2021
Q1 | $425K | Buy |
15,509
+1,117
| +8% | +$30.6K | 0.21% | 105 |
|
|
2020
Q4 | $319K | Buy |
+14,392
| New | +$319K | 0.23% | 99 |
|