Atria Wealth Solutions’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-5,169
| Closed | -$586K | – | 1938 |
|
2024
Q2 | $586K | Sell |
5,169
-856
| -14% | -$97.1K | 0.01% | 1149 |
|
2024
Q1 | $836K | Sell |
6,025
-265
| -4% | -$36.8K | 0.01% | 988 |
|
2023
Q4 | $781K | Buy |
6,290
+2,674
| +74% | +$332K | 0.01% | 975 |
|
2023
Q3 | $337K | Sell |
3,616
-1,173
| -24% | -$109K | ﹤0.01% | 1337 |
|
2023
Q2 | $615K | Buy |
4,789
+14
| +0.3% | +$1.8K | 0.01% | 1050 |
|
2023
Q1 | $555K | Sell |
4,775
-44
| -0.9% | -$5.11K | 0.01% | 1067 |
|
2022
Q4 | $545K | Sell |
4,819
-507
| -10% | -$57.4K | 0.01% | 1030 |
|
2022
Q3 | $429K | Buy |
+5,326
| New | +$429K | 0.01% | 1104 |
|
2022
Q2 | – | Sell |
-6,160
| Closed | -$788K | – | 1665 |
|
2022
Q1 | $788K | Buy |
+6,160
| New | +$788K | 0.01% | 823 |
|