Sheets Smith 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 |
-3,251
| Closed | -$451K | – | 383 |
|
2024
Q1 | $451K | Buy |
+3,251
| New | +$451K | 0.05% | 259 |
|
2023
Q3 | – | Sell |
-3,431
| Closed | -$441K | – | 489 |
|
2023
Q2 | $441K | Buy |
+3,431
| New | +$441K | 0.06% | 220 |
|
2020
Q4 | – | Sell |
-4,024
| Closed | -$415K | – | 337 |
|
2020
Q3 | $415K | Buy |
+4,024
| New | +$415K | 0.07% | 208 |
|
2020
Q2 | – | Sell |
-8,796
| Closed | -$592K | – | 268 |
|
2020
Q1 | $592K | Buy |
+8,796
| New | +$592K | 0.12% | 146 |
|