Summit Trail Advisors’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,002
| Closed | -$340K | – | 727 |
|
|
2024
Q2 | $340K | Sell |
3,002
-186
| -6% | -$21.1K | 0.01% | 450 |
|
|
2024
Q1 | $442K | Buy |
3,188
+747
| +31% | +$104K | 0.01% | 363 |
|
|
2023
Q4 | $303K | Sell |
2,441
-461
| -16% | -$57.2K | 0.01% | 405 |
|
|
2023
Q3 | $271K | Sell |
2,902
-1,796
| -38% | -$168K | 0.01% | 403 |
|
|
2023
Q2 | $604K | Buy |
+4,698
| New | +$604K | 0.02% | 232 |
|
|
2018
Q1 | – | Sell |
-752
| Closed | -$11K | – | 768 |
|
|
2017
Q4 | $11K | Buy |
+752
| New | +$11K | ﹤0.01% | 1190 |
|