Alta Wealth Advisors’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,546
| Closed | -$288K | – | 144 |
|
|
2022
Q4 | $288K | Sell |
2,546
-132
| -5% | -$14.9K | 0.19% | 123 |
|
|
2022
Q3 | $216K | Sell |
2,678
-1,598
| -37% | -$129K | 0.15% | 128 |
|
|
2022
Q2 | $318K | Sell |
4,276
-436
| -9% | -$32.4K | 0.22% | 117 |
|
|
2022
Q1 | $603K | Sell |
4,712
-60
| -1% | -$7.68K | 0.36% | 86 |
|
|
2021
Q4 | $641K | Sell |
4,772
-348
| -7% | -$46.7K | 0.4% | 79 |
|
|
2021
Q3 | $700K | Sell |
5,120
-52
| -1% | -$7.11K | 0.51% | 67 |
|
|
2021
Q2 | $552K | Buy |
5,172
+60
| +1% | +$6.4K | 0.4% | 92 |
|
|
2021
Q1 | $459K | Sell |
5,112
-236
| -4% | -$21.2K | 0.38% | 93 |
|
|
2020
Q4 | $494K | Buy |
+5,348
| New | +$494K | 0.42% | 85 |
|