BerganKDV Wealth Management’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $900 | Sell |
7
-15
| -68% | -$1.93K | ﹤0.01% | 767 |
|
2023
Q1 | $2.56K | Hold |
22
| – | – | ﹤0.01% | 798 |
|
2022
Q4 | $2.49K | Sell |
22
-12
| -35% | -$1.36K | ﹤0.01% | 776 |
|
2022
Q3 | $3K | Sell |
34
-230
| -87% | -$20.3K | ﹤0.01% | 747 |
|
2022
Q2 | $20K | Buy |
264
+8
| +3% | +$606 | ﹤0.01% | 495 |
|
2022
Q1 | $33K | Hold |
256
| – | – | ﹤0.01% | 444 |
|
2021
Q4 | $34K | Hold |
256
| – | – | ﹤0.01% | 474 |
|
2021
Q3 | $35K | Hold |
256
| – | – | ﹤0.01% | 446 |
|
2021
Q2 | $27K | Hold |
256
| – | – | ﹤0.01% | 478 |
|
2021
Q1 | $23K | Hold |
256
| – | – | ﹤0.01% | 463 |
|
2020
Q4 | $24K | Buy |
256
+228
| +814% | +$21.4K | ﹤0.01% | 443 |
|
2020
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 638 |
|
2020
Q2 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 694 |
|