Lantern 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 |
-3,800
| Closed | -$255K | – | 138 |
|
|
2024
Q3 | $255K | Sell |
3,800
-500
| -12% | -$33.5K | 0.18% | 109 |
|
|
2024
Q2 | $488K | Buy |
4,300
+200
| +5% | +$22.7K | 0.35% | 70 |
|
|
2024
Q1 | $569K | Buy |
4,100
+200
| +5% | +$27.7K | 0.4% | 64 |
|
|
2023
Q4 | $484K | Buy |
+3,900
| New | +$484K | 0.38% | 66 |
|