Dakota 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
Q4 | – | Sell |
-3,788
| Closed | -$353K | – | 663 |
|
2023
Q3 | $353K | Sell |
3,788
-1,206
| -24% | -$113K | 0.02% | 464 |
|
2023
Q2 | $642K | Buy |
4,994
+1,869
| +60% | +$240K | 0.03% | 338 |
|
2023
Q1 | $363K | Sell |
3,125
-2,514
| -45% | -$292K | 0.02% | 423 |
|
2022
Q4 | $639K | Buy |
5,639
+1,907
| +51% | +$216K | 0.05% | 304 |
|
2022
Q3 | $301K | Buy |
+3,732
| New | +$301K | 0.02% | 421 |
|
2022
Q1 | – | Sell |
-8,148
| Closed | -$1.09M | – | 458 |
|
2021
Q4 | $1.09M | Buy |
+8,148
| New | +$1.09M | 0.12% | 152 |
|