Kingswood Wealth Advisors’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,196
| Closed | -$281K | – | 826 |
|
|
2024
Q3 | $281K | Sell |
4,196
-72
| -2% | -$4.83K | 0.02% | 589 |
|
|
2024
Q2 | $484K | Buy |
4,268
+392
| +10% | +$44.4K | 0.04% | 402 |
|
|
2024
Q1 | $538K | Sell |
3,876
-541
| -12% | -$75K | 0.06% | 329 |
|
|
2023
Q4 | $548K | Sell |
4,417
-313
| -7% | -$38.8K | 0.06% | 325 |
|
|
2023
Q3 | $441K | Buy |
+4,730
| New | +$441K | 0.08% | 271 |
|