WR Wealth Planners’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14
| Closed | -$315 | – | 1154 |
|
|
2024
Q2 | $315 | Hold |
14
| – | – | ﹤0.01% | 1080 |
|
|
2024
Q1 | $340 | Buy |
+14
| New | +$340 | ﹤0.01% | 1085 |
|
|
2023
Q4 | – | Sell |
-1,714
| Closed | -$46.7K | – | 335 |
|
|
2023
Q3 | $46.7K | Hold |
1,714
| – | – | 0.02% | 323 |
|
|
2023
Q2 | $45.7K | Hold |
1,714
| – | – | 0.02% | 328 |
|
|
2023
Q1 | $37.1K | Buy |
1,714
+1,700
| +12,143% | +$36.8K | 0.02% | 356 |
|
|
2022
Q4 | $313 | Hold |
14
| – | – | ﹤0.01% | 460 |
|
|
2022
Q3 | $290 | Hold |
14
| – | – | ﹤0.01% | 464 |
|
|
2022
Q2 | $294 | Hold |
14
| – | – | ﹤0.01% | 490 |
|
|
2022
Q1 | $326 | Buy |
+14
| New | +$326 | ﹤0.01% | 491 |
|