Wealthcare Advisory Partners’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 |
-953
| Closed | -$25K | – | 837 |
|
2021
Q1 | $25K | Buy |
+953
| New | +$25K | ﹤0.01% | 1118 |
|
2020
Q2 | – | Sell |
-153
| Closed | -$3K | – | 533 |
|
2020
Q1 | $3K | Buy |
+153
| New | +$3K | ﹤0.01% | 1218 |
|
2019
Q1 | – | Sell |
-100
| Closed | -$2K | – | 1223 |
|
2018
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1063 |
|