Schechter Investment Advisors’s DexCom DXCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,602
| Closed | -$202K | – | 648 |
|
|
2024
Q4 | $202K | Buy |
+2,602
| New | +$202K | 0.02% | 576 |
|
|
2024
Q3 | – | Sell |
-4,923
| Closed | -$558K | – | 683 |
|
|
2024
Q2 | $558K | Buy |
4,923
+687
| +16% | +$77.9K | 0.04% | 350 |
|
|
2024
Q1 | $587K | Buy |
4,236
+46
| +1% | +$6.38K | 0.04% | 349 |
|
|
2023
Q4 | $520K | Sell |
4,190
-618
| -13% | -$76.7K | 0.05% | 346 |
|
|
2023
Q3 | $449K | Sell |
4,808
-994
| -17% | -$92.7K | 0.04% | 366 |
|
|
2023
Q2 | $746K | Sell |
5,802
-862
| -13% | -$111K | 0.07% | 301 |
|
|
2023
Q1 | $774K | Buy |
6,664
+907
| +16% | +$105K | 0.07% | 311 |
|
|
2022
Q4 | $652K | Buy |
5,757
+2,046
| +55% | +$232K | 0.06% | 423 |
|
|
2022
Q3 | $299K | Sell |
3,711
-1,791
| -33% | -$144K | 0.03% | 702 |
|
|
2022
Q2 | $410K | Sell |
5,502
-738
| -12% | -$55K | 0.04% | 587 |
|
|
2022
Q1 | $798K | Sell |
6,240
-392
| -6% | -$50.1K | 0.07% | 384 |
|
|
2021
Q4 | $890K | Buy |
+6,632
| New | +$890K | 0.08% | 343 |
|