Focused Wealth Management’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,308
| Closed | -$87.7K | – | 181 |
|
|
2024
Q3 | $87.7K | Sell |
1,308
-859
| -40% | -$57.6K | 0.01% | 190 |
|
|
2024
Q2 | $246K | Buy |
+2,167
| New | +$246K | 0.04% | 128 |
|
|
2024
Q1 | – | Sell |
-121
| Closed | -$15K | – | 365 |
|
|
2023
Q4 | $15K | Hold |
121
| – | – | ﹤0.01% | 474 |
|
|
2023
Q3 | $11.3K | Hold |
121
| – | – | ﹤0.01% | 494 |
|
|
2023
Q2 | $15.6K | Hold |
121
| – | – | ﹤0.01% | 462 |
|
|
2023
Q1 | $14.1K | Sell |
121
-549
| -82% | -$63.8K | ﹤0.01% | 485 |
|
|
2022
Q4 | $75.9K | Buy |
670
+550
| +458% | +$62.3K | 0.02% | 244 |
|
|
2022
Q3 | $10K | Hold |
120
| – | – | ﹤0.01% | 482 |
|
|
2022
Q2 | $9K | Hold |
120
| – | – | ﹤0.01% | 490 |
|
|
2022
Q1 | $15K | Sell |
120
-8
| -6% | -$1K | ﹤0.01% | 469 |
|
|
2021
Q4 | $17K | Buy |
128
+8
| +7% | +$1.06K | ﹤0.01% | 493 |
|
|
2021
Q3 | $16K | Hold |
120
| – | – | ﹤0.01% | 512 |
|
|
2021
Q2 | $13K | Hold |
120
| – | – | ﹤0.01% | 540 |
|
|
2021
Q1 | $11K | Hold |
120
| – | – | ﹤0.01% | 544 |
|
|
2020
Q4 | $11K | Buy |
120
+60
| +100% | +$5.5K | ﹤0.01% | 513 |
|
|
2020
Q3 | $6K | Buy |
60
+40
| +200% | +$4K | ﹤0.01% | 541 |
|
|
2020
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 618 |
|