Balasa Dinverno & Foltz’s DexCom DXCM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,008
Closed -$224K 344
2022
Q2
$224K Sell
3,008
-536
-15% -$39.9K 0.01% 312
2022
Q1
$453K Sell
3,544
-292
-8% -$37.3K 0.03% 208
2021
Q4
$515K Buy
3,836
+8
+0.2% +$1.07K 0.03% 198
2021
Q3
$523K Sell
3,828
-128
-3% -$17.5K 0.04% 191
2021
Q2
$422K Sell
3,956
-468
-11% -$49.9K 0.03% 207
2021
Q1
$397K Sell
4,424
-240
-5% -$21.5K 0.03% 200
2020
Q4
$431K Sell
4,664
-844
-15% -$78K 0.04% 183
2020
Q3
$568K Sell
5,508
-1,900
-26% -$196K 0.05% 144
2020
Q2
$751K Buy
7,408
+3,348
+82% +$339K 0.08% 103
2020
Q1
$273K Buy
+4,060
New +$273K 0.03% 198