PWAG
Polaris Wealth Advisory Group’s DexCom DXCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.09M | Buy |
+11,732
| New | +$1.09M | 0.08% | 115 |
|
|
2023
Q2 | – | Sell |
-1,877
| Closed | -$218K | – | 155 |
|
|
2023
Q1 | $218K | Sell |
1,877
-700
| -27% | -$81.3K | 0.02% | 162 |
|
|
2022
Q4 | $274K | Sell |
2,577
-280
| -10% | -$29.7K | 0.02% | 153 |
|
|
2022
Q3 | $286K | Sell |
2,857
-40
| -1% | -$4K | 0.02% | 140 |
|
|
2022
Q2 | $216K | Buy |
2,897
+2,156
| +291% | +$161K | 0.02% | 126 |
|
|
2022
Q1 | $380K | Hold |
741
| – | – | 0.03% | 129 |
|
|
2021
Q4 | $398K | Hold |
741
| – | – | 0.02% | 140 |
|
|
2021
Q3 | $400K | Hold |
741
| – | – | 0.02% | 128 |
|
|
2021
Q2 | $316K | Hold |
741
| – | – | 0.02% | 138 |
|
|
2021
Q1 | $284K | Hold |
741
| – | – | 0.02% | 148 |
|
|
2020
Q4 | $288K | Sell |
741
-60
| -7% | -$23.3K | 0.02% | 156 |
|
|
2020
Q3 | $306K | Buy |
801
+60
| +8% | +$22.9K | 0.03% | 128 |
|
|
2020
Q2 | $297K | Buy |
+741
| New | +$297K | 0.02% | 123 |
|