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 |
|