Bard Financial Services’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,700
| Closed | -$236K | – | 227 |
|
|
2024
Q1 | $236K | Hold |
1,700
| – | – | 0.03% | 203 |
|
|
2023
Q4 | $211K | Buy |
+1,700
| New | +$211K | 0.02% | 212 |
|
|
2023
Q3 | – | Sell |
-2,000
| Closed | -$257K | – | 246 |
|
|
2023
Q2 | $257K | Hold |
2,000
| – | – | 0.02% | 268 |
|
|
2023
Q1 | $232K | Sell |
2,000
-225
| -10% | -$26.1K | 0.02% | 281 |
|
|
2022
Q4 | $252K | Buy |
+2,225
| New | +$252K | 0.02% | 264 |
|
|
2022
Q2 | – | Sell |
-2,200
| Closed | -$281K | – | 295 |
|
|
2022
Q1 | $281K | Hold |
2,200
| – | – | 0.02% | 247 |
|
|
2021
Q4 | $295K | Sell |
2,200
-100
| -4% | -$13.4K | 0.02% | 236 |
|
|
2021
Q3 | $314K | Sell |
2,300
-200
| -8% | -$27.3K | 0.03% | 222 |
|
|
2021
Q2 | $267K | Hold |
2,500
| – | – | 0.02% | 230 |
|
|
2021
Q1 | $225K | Hold |
2,500
| – | – | 0.02% | 237 |
|
|
2020
Q4 | $231K | Buy |
+2,500
| New | +$231K | 0.02% | 234 |
|