Gladstone Institutional Advisory’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 |
-2,009
| Closed | -$279K | – | 671 |
|
2024
Q1 | $279K | Sell |
2,009
-263
| -12% | -$36.5K | 0.02% | 547 |
|
2023
Q4 | $282K | Sell |
2,272
-4,030
| -64% | -$500K | 0.02% | 537 |
|
2023
Q3 | $588K | Sell |
6,302
-35,789
| -85% | -$3.34M | 0.04% | 358 |
|
2023
Q2 | $5.41M | Buy |
+42,091
| New | +$5.41M | 0.33% | 82 |
|
2023
Q1 | – | Sell |
-6,507
| Closed | -$737K | – | 669 |
|
2022
Q4 | $737K | Buy |
+6,507
| New | +$737K | 0.05% | 329 |
|
2022
Q1 | – | Sell |
-13,552
| Closed | -$1.82M | – | 714 |
|
2021
Q4 | $1.82M | Buy |
13,552
+2,020
| +18% | +$271K | 0.14% | 192 |
|
2021
Q3 | $1.58M | Buy |
+11,532
| New | +$1.58M | 0.15% | 173 |
|
2020
Q3 | – | Sell |
-4,156
| Closed | -$421K | – | 278 |
|
2020
Q2 | $421K | Buy |
4,156
+144
| +4% | +$14.6K | 0.11% | 143 |
|
2020
Q1 | $270K | Buy |
+4,012
| New | +$270K | 0.07% | 204 |
|