OWA
Opal Wealth Advisors’s DexCom DXCM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-6
| Closed | -$681 | – | 468 |
|
2024
Q2 | $681 | Buy |
+6
| New | +$681 | ﹤0.01% | 1135 |
|
2022
Q4 | – | Sell |
-6,387
| Closed | -$514K | – | 127 |
|
2022
Q3 | $514K | Sell |
6,387
-31
| -0.5% | -$2.5K | 0.38% | 41 |
|
2022
Q2 | $478K | Buy |
6,418
+4,819
| +301% | +$359K | 0.32% | 44 |
|
2022
Q1 | $818K | Buy |
1,599
+147
| +10% | +$75.2K | 0.71% | 20 |
|
2021
Q4 | $780K | Buy |
+1,452
| New | +$780K | 0.49% | 36 |
|