Whittier Trust’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3
| Closed | -$81 | – | 1546 |
|
|
2023
Q3 | $81 | Buy |
+3
| New | +$81 | ﹤0.01% | 1664 |
|
|
2020
Q1 | – | Sell |
-1,050
| Closed | -$19K | – | 1492 |
|
|
2019
Q4 | $19K | Sell |
1,050
-300
| -22% | -$5.43K | ﹤0.01% | 1029 |
|
|
2019
Q3 | $27K | Buy |
+1,350
| New | +$27K | ﹤0.01% | 962 |
|