First Foundation Advisors’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-2,157
| Closed | -$251K | – | 422 |
|
2023
Q1 | $251K | Sell |
2,157
-499
| -19% | -$58K | 0.01% | 324 |
|
2022
Q4 | $301K | Buy |
2,656
+47
| +2% | +$5.32K | 0.01% | 304 |
|
2022
Q3 | $210K | Buy |
+2,609
| New | +$210K | 0.01% | 344 |
|
2022
Q2 | – | Sell |
-4,132
| Closed | -$528K | – | 413 |
|
2022
Q1 | $528K | Buy |
4,132
+480
| +13% | +$61.3K | 0.02% | 251 |
|
2021
Q4 | $490K | Sell |
3,652
-692
| -16% | -$92.8K | 0.02% | 268 |
|
2021
Q3 | $594K | Buy |
4,344
+524
| +14% | +$71.7K | 0.02% | 254 |
|
2021
Q2 | $408K | Buy |
3,820
+356
| +10% | +$38K | 0.02% | 315 |
|
2021
Q1 | $311K | Buy |
3,464
+488
| +16% | +$43.8K | 0.01% | 334 |
|
2020
Q4 | $275K | Buy |
+2,976
| New | +$275K | 0.01% | 347 |
|