CWS
Confluence Wealth Services’s DexCom DXCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,375
| Closed | -$383K | – | 344 |
|
|
2024
Q2 | $383K | Buy |
3,375
+383
| +13% | +$43.4K | 0.03% | 260 |
|
|
2024
Q1 | $415K | Buy |
+2,992
| New | +$415K | 0.04% | 230 |
|
|
2022
Q1 | – | Sell |
-232
| Closed | -$124K | – | 465 |
|
|
2021
Q4 | $124K | Buy |
+232
| New | +$124K | 0.04% | 293 |
|