Fortis Capital Advisors’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-5,361
| Closed | -$744K | – | 170 |
|
2024
Q1 | $744K | Buy |
+5,361
| New | +$744K | 0.31% | 58 |
|
2023
Q3 | – | Sell |
-1,744
| Closed | -$224K | – | 108 |
|
2023
Q2 | $224K | Buy |
1,744
+91
| +6% | +$11.7K | 0.13% | 100 |
|
2023
Q1 | $192K | Sell |
1,653
-25
| -1% | -$2.91K | 0.1% | 112 |
|
2022
Q4 | $190K | Buy |
+1,678
| New | +$190K | 0.11% | 129 |
|