Evolution Wealth Advisors’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-392
| Closed | -$54K | – | 290 |
|
2021
Q3 | $54K | Sell |
392
-44
| -10% | -$6.06K | 0.01% | 201 |
|
2021
Q2 | $47K | Buy |
436
+104
| +31% | +$11.2K | 0.01% | 217 |
|
2021
Q1 | $30K | Buy |
332
+116
| +54% | +$10.5K | 0.01% | 245 |
|
2020
Q4 | $20K | Buy |
216
+92
| +74% | +$8.52K | ﹤0.01% | 264 |
|
2020
Q3 | $13K | Hold |
124
| – | – | ﹤0.01% | 319 |
|
2020
Q2 | $13K | Sell |
124
-80
| -39% | -$8.39K | ﹤0.01% | 252 |
|
2020
Q1 | $14K | Sell |
204
-24
| -11% | -$1.65K | 0.01% | 181 |
|
2019
Q4 | $12K | Sell |
228
-64
| -22% | -$3.37K | ﹤0.01% | 269 |
|
2019
Q3 | $11K | Sell |
292
-36
| -11% | -$1.36K | 0.01% | 155 |
|
2019
Q2 | $12K | Buy |
+328
| New | +$12K | 0.01% | 161 |
|