WR Wealth Planners’s Dropbox DBX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$315 Hold
2024
Q1
$340 Buy
2023
Q4
Sell
2023
Q3
$46.7K Hold
2023
Q2
$45.7K Hold
2023
Q1
$37.1K Buy
2022
Q4
$313 Hold
2022
Q3
$290 Hold
2022
Q2
$294 Hold
2022
Q1
$326 Buy