Perigon Wealth Management’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,114
| Closed | -$293K | – | 875 |
|
|
2024
Q1 | $293K | Buy |
2,114
+54
| +3% | +$7.49K | 0.01% | 690 |
|
|
2023
Q4 | $256K | Buy |
+2,060
| New | +$256K | 0.01% | 711 |
|
|
2023
Q3 | – | Sell |
-1,853
| Closed | -$238K | – | 791 |
|
|
2023
Q2 | $238K | Buy |
+1,853
| New | +$238K | 0.01% | 686 |
|
|
2023
Q1 | – | Sell |
-3,192
| Closed | -$361K | – | 707 |
|
|
2022
Q4 | $361K | Buy |
+3,192
| New | +$361K | 0.02% | 474 |
|
|
2021
Q1 | – | Sell |
-232
| Closed | -$21K | – | 630 |
|
|
2020
Q4 | $21K | Buy |
+232
| New | +$21K | ﹤0.01% | 1011 |
|