Security National Trust’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-92
| Closed | -$6K | – | 425 |
|
|
2020
Q1 | $6K | Hold |
92
| – | – | ﹤0.01% | 391 |
|
|
2019
Q4 | $5K | Buy |
+92
| New | +$5K | ﹤0.01% | 406 |
|
|
2017
Q3 | – | Sell |
-7,892
| Closed | -$144K | – | 401 |
|
|
2017
Q2 | $144K | Sell |
7,892
-1,180
| -13% | -$21.5K | 0.05% | 201 |
|
|
2017
Q1 | $192K | Hold |
9,072
| – | – | 0.06% | 173 |
|
|
2016
Q4 | $135K | Hold |
9,072
| – | – | 0.05% | 197 |
|
|
2016
Q3 | $199K | Hold |
9,072
| – | – | 0.07% | 167 |
|
|
2016
Q2 | $180K | Hold |
9,072
| – | – | 0.07% | 172 |
|
|
2016
Q1 | $154K | Hold |
9,072
| – | – | 0.06% | 185 |
|
|
2015
Q4 | $186K | Buy |
9,072
+2,360
| +35% | +$48.4K | 0.07% | 170 |
|
|
2015
Q3 | $144K | Hold |
6,712
| – | – | 0.06% | 188 |
|
|
2015
Q2 | $134K | Hold |
6,712
| – | – | 0.05% | 201 |
|
|
2015
Q1 | $105K | Hold |
6,712
| – | – | 0.04% | 224 |
|
|
2014
Q4 | $92K | Hold |
6,712
| – | – | 0.03% | 229 |
|
|
2014
Q3 | $67K | Hold |
6,712
| – | – | 0.03% | 253 |
|
|
2014
Q2 | $67K | Hold |
6,712
| – | – | 0.03% | 255 |
|
|
2014
Q1 | $69K | Hold |
6,712
| – | – | 0.03% | 252 |
|
|
2013
Q4 | $59K | Buy |
+6,712
| New | +$59K | 0.02% | 261 |
|