West Coast Financial’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-232,989
| Closed | -$5.66M | – | 168 |
|
|
2024
Q1 | $5.66M | Buy |
232,989
+1,439
| +0.6% | +$35K | 0.69% | 44 |
|
|
2023
Q4 | $6.83M | Sell |
231,550
-5,939
| -3% | -$175K | 0.9% | 40 |
|
|
2023
Q3 | $6.47M | Sell |
237,489
-4,292
| -2% | -$117K | 0.96% | 34 |
|
|
2023
Q2 | $6.45M | Buy |
241,781
+4,031
| +2% | +$108K | 0.91% | 40 |
|
|
2023
Q1 | $5.14M | Sell |
237,750
-578
| -0.2% | -$12.5K | 0.79% | 52 |
|
|
2022
Q4 | $5.33M | Buy |
238,328
+608
| +0.3% | +$13.6K | 0.9% | 37 |
|
|
2022
Q3 | $4.93M | Buy |
237,720
+3,405
| +1% | +$70.6K | 0.91% | 37 |
|
|
2022
Q2 | $4.92M | Sell |
234,315
-2,893
| -1% | -$60.7K | 0.87% | 43 |
|
|
2022
Q1 | $5.52M | Buy |
237,208
+1,583
| +0.7% | +$36.8K | 0.85% | 47 |
|
|
2021
Q4 | $5.78M | Sell |
235,625
-3,963
| -2% | -$97.2K | 0.83% | 46 |
|
|
2021
Q3 | $7M | Buy |
239,588
+6,311
| +3% | +$184K | 1.13% | 32 |
|
|
2021
Q2 | $7.07M | Buy |
233,277
+114,716
| +97% | +$3.48M | 1.15% | 28 |
|
|
2021
Q1 | $3.16M | Buy |
+118,561
| New | +$3.16M | 0.55% | 50 |
|