CFA
Compass Financial Advisors’s DexCom DXCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,257
| Closed | -$843K | – | 25 |
|
|
2023
Q1 | $843K | Sell |
7,257
-880
| -11% | -$102K | 1.07% | 29 |
|
|
2022
Q4 | $921K | Sell |
8,137
-271
| -3% | -$30.7K | 1.24% | 21 |
|
|
2022
Q3 | $677K | Hold |
8,408
| – | – | 1.01% | 29 |
|
|
2022
Q2 | $627K | Buy |
8,408
+6,375
| +314% | +$475K | 0.85% | 39 |
|
|
2022
Q1 | $1.04M | Buy |
2,033
+251
| +14% | +$128K | 1.15% | 24 |
|
|
2021
Q4 | $957K | Buy |
+1,782
| New | +$957K | 1.05% | 22 |
|