Holistic Financial Partners’s DexCom DXCM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,492
Closed -$283K 125
2024
Q2
$283K Buy
2,492
+1,019
+69% +$116K 0.14% 84
2024
Q1
$204K Buy
+1,473
New +$204K 0.1% 128