SW
SkyOak Wealth’s DexCom DXCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,445
| Closed | -$695K | – | 247 |
|
|
2023
Q3 | $695K | Buy |
7,445
+605
| +9% | +$56.4K | 0.2% | 88 |
|
|
2023
Q2 | $879K | Sell |
6,840
-220
| -3% | -$28.3K | 0.25% | 79 |
|
|
2023
Q1 | $820K | Sell |
7,060
-792
| -10% | -$92K | 0.25% | 84 |
|
|
2022
Q4 | $889K | Buy |
7,852
+1,012
| +15% | +$115K | 0.3% | 78 |
|
|
2022
Q3 | $551K | Hold |
6,840
| – | – | 0.2% | 107 |
|
|
2022
Q2 | $510K | Buy |
6,840
+5,130
| +300% | +$383K | 0.17% | 111 |
|
|
2022
Q1 | $875K | Hold |
1,710
| – | – | 0.24% | 94 |
|
|
2021
Q4 | $918K | Buy |
1,710
+400
| +31% | +$215K | 0.23% | 96 |
|
|
2021
Q3 | $716K | Hold |
1,310
| – | – | 0.19% | 104 |
|
|
2021
Q2 | $559K | Hold |
1,310
| – | – | 0.15% | 125 |
|
|
2021
Q1 | $558K | Hold |
1,310
| – | – | 0.16% | 123 |
|
|
2020
Q4 | $484K | Sell |
1,310
-430
| -25% | -$159K | 0.15% | 131 |
|
|
2020
Q3 | $717K | Buy |
1,740
+263
| +18% | +$108K | 0.26% | 93 |
|
|
2020
Q2 | $599K | Sell |
1,477
-273
| -16% | -$111K | 0.22% | 106 |
|
|
2020
Q1 | $471K | Sell |
1,750
-155
| -8% | -$41.7K | 0.24% | 96 |
|
|
2019
Q4 | $417K | Buy |
+1,905
| New | +$417K | 0.13% | 190 |
|