WAM
Werlinich Asset Management’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-31,100
| Closed | -$723K | – | 56 |
|
|
2022
Q1 | $723K | Hold |
31,100
| – | – | 0.55% | 45 |
|
|
2021
Q4 | $763K | Sell |
31,100
-300
| -1% | -$7.36K | 0.56% | 47 |
|
|
2021
Q3 | $918K | Hold |
31,400
| – | – | 0.74% | 43 |
|
|
2021
Q2 | $952K | Sell |
31,400
-500
| -2% | -$15.2K | 0.77% | 45 |
|
|
2021
Q1 | $850K | Buy |
+31,900
| New | +$850K | 0.75% | 44 |
|