Capital Asset Advisory 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 |
-1,644
| Closed | -$228K | – | 316 |
|
2024
Q1 | $228K | Sell |
1,644
-29
| -2% | -$4.03K | 0.01% | 291 |
|
2023
Q4 | $208K | Buy |
+1,673
| New | +$208K | 0.01% | 295 |
|
2023
Q3 | – | Sell |
-1,465
| Closed | -$201K | – | 320 |
|
2023
Q2 | $201K | Buy |
+1,465
| New | +$201K | 0.01% | 324 |
|
2023
Q1 | – | Sell |
-1,738
| Closed | -$206K | – | 358 |
|
2022
Q4 | $206K | Buy |
+1,738
| New | +$206K | 0.02% | 350 |
|
2022
Q2 | – | Sell |
-2,792
| Closed | -$357K | – | 577 |
|
2022
Q1 | $357K | Sell |
2,792
-776
| -22% | -$99.2K | 0.04% | 301 |
|
2021
Q4 | $479K | Sell |
3,568
-624
| -15% | -$83.8K | 0.05% | 255 |
|
2021
Q3 | $573K | Sell |
4,192
-892
| -18% | -$122K | 0.06% | 234 |
|
2021
Q2 | $543K | Buy |
+5,084
| New | +$543K | 0.06% | 248 |
|