Invictus Private Wealth’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 |
-3,186
| Closed | -$361K | – | 85 |
|
|
2024
Q2 | $361K | Sell |
3,186
-177
| -5% | -$20.1K | 0.03% | 65 |
|
|
2024
Q1 | $466K | Sell |
3,363
-137
| -4% | -$19K | 0.04% | 54 |
|
|
2023
Q4 | $434K | Sell |
3,500
-148
| -4% | -$18.4K | 0.04% | 58 |
|
|
2023
Q3 | $340K | Sell |
3,648
-2
| -0.1% | -$187 | 0.04% | 67 |
|
|
2023
Q2 | $469K | Hold |
3,650
| – | – | 0.05% | 55 |
|
|
2023
Q1 | $424K | Hold |
3,650
| – | – | 0.05% | 54 |
|
|
2022
Q4 | $413K | Buy |
+3,650
| New | +$413K | 0.05% | 54 |
|