CWA
CM Wealth Advisors’s DexCom DXCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,610
| Closed | -$209K | – | 102 |
|
|
2024
Q1 | $209K | Buy |
+1,610
| New | +$209K | 0.06% | 176 |
|
|
2023
Q3 | – | Sell |
-1,540
| Closed | -$204K | – | 103 |
|
|
2023
Q2 | $204K | Sell |
1,540
-17,160
| -92% | -$2.27M | 0.07% | 151 |
|
|
2023
Q1 | $2.34M | Buy |
+18,700
| New | +$2.34M | 0.45% | 39 |
|