SWA
Sutton Wealth Advisors’s DexCom DXCM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $18.8K | Buy |
202
+14
| +7% | +$1.31K | 0.01% | 365 |
|
2023
Q2 | $24.2K | Buy |
188
+85
| +83% | +$10.9K | 0.01% | 326 |
|
2023
Q1 | $12K | Sell |
103
-1,566
| -94% | -$182K | 0.01% | 388 |
|
2022
Q4 | $189K | Buy |
1,669
+19
| +1% | +$2.15K | 0.07% | 178 |
|
2022
Q3 | $133K | Buy |
1,650
+10
| +0.6% | +$805 | 0.05% | 213 |
|
2022
Q2 | $122K | Buy |
1,640
+1,225
| +295% | +$91.3K | 0.05% | 217 |
|
2022
Q1 | $212K | Sell |
415
-1
| -0.2% | -$512 | 0.07% | 176 |
|
2021
Q4 | $223K | Hold |
416
| – | – | 0.07% | 170 |
|
2021
Q3 | $227K | Buy |
416
+1
| +0.2% | +$547 | 0.08% | 167 |
|
2021
Q2 | $177K | Buy |
415
+7
| +2% | +$2.99K | 0.06% | 189 |
|
2021
Q1 | $147K | Sell |
408
-3
| -0.7% | -$1.08K | 0.06% | 201 |
|
2020
Q4 | $152K | Sell |
411
-4
| -1% | -$1.48K | 0.06% | 185 |
|
2020
Q3 | $171K | Buy |
415
+5
| +1% | +$2.06K | 0.08% | 157 |
|
2020
Q2 | $166K | Buy |
410
+6
| +1% | +$2.43K | 0.09% | 157 |
|
2020
Q1 | $109K | Hold |
404
| – | – | 0.07% | 183 |
|
2019
Q4 | $88.4K | Hold |
404
| – | – | 0.05% | 226 |
|
2019
Q3 | $60.3K | Hold |
404
| – | – | 0.03% | 260 |
|
2019
Q2 | $60.5K | Buy |
404
+5
| +1% | +$749 | 0.03% | 264 |
|
2019
Q1 | $47.5K | Hold |
399
| – | – | 0.03% | 305 |
|
2018
Q4 | $47.8K | Hold |
399
| – | – | 0.03% | 282 |
|
2018
Q3 | $57.1K | Hold |
399
| – | – | 0.04% | 262 |
|
2018
Q2 | $37.9K | Hold |
399
| – | – | 0.03% | 363 |
|
2018
Q1 | $29.6K | Buy |
399
+194
| +95% | +$14.4K | 0.02% | 425 |
|
2017
Q4 | $11.8K | Buy |
+205
| New | +$11.8K | 0.01% | 727 |
|
2016
Q4 | – | Sell |
-204
| Closed | -$17.9K | – | 1067 |
|
2016
Q3 | $17.9K | Buy |
+204
| New | +$17.9K | 0.02% | 491 |
|