Heritage Wealth Management (Arizona)’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $9.06K | Buy |
80
+40
| +100% | +$4.53K | ﹤0.01% | 789 |
|
2022
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 817 |
|
2022
Q2 | $2.98K | Hold |
40
| – | – | ﹤0.01% | 842 |
|
2022
Q1 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 792 |
|
2021
Q3 | $5K | Hold |
40
| – | – | ﹤0.01% | 725 |
|
2021
Q2 | $4K | Sell |
40
-180
| -82% | -$18K | ﹤0.01% | 767 |
|
2021
Q1 | $20K | Buy |
+220
| New | +$20K | 0.01% | 489 |
|