TWA
TCI Wealth Advisors’s DexCom DXCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-588
| Closed | -$68.3K | – | 775 |
|
|
2023
Q1 | $68.3K | Sell |
588
-174
| -23% | -$20.2K | 0.01% | 359 |
|
|
2022
Q4 | $86.3K | Buy |
762
+204
| +37% | +$23.1K | 0.01% | 293 |
|
|
2022
Q3 | $45K | Buy |
558
+1
| +0.2% | +$81 | 0.01% | 393 |
|
|
2022
Q2 | $42K | Buy |
557
+424
| +319% | +$32K | 0.01% | 416 |
|
|
2022
Q1 | $68K | Sell |
133
-7
| -5% | -$3.58K | 0.01% | 329 |
|
|
2021
Q4 | $75K | Buy |
140
+14
| +11% | +$7.5K | 0.01% | 316 |
|
|
2021
Q3 | $69K | Buy |
126
+1
| +0.8% | +$548 | 0.01% | 333 |
|
|
2021
Q2 | $53K | Sell |
125
-13
| -9% | -$5.51K | 0.01% | 360 |
|
|
2021
Q1 | $50K | Buy |
138
+24
| +21% | +$8.7K | 0.02% | 334 |
|
|
2020
Q4 | $42K | Buy |
114
+6
| +6% | +$2.21K | 0.02% | 343 |
|
|
2020
Q3 | $45K | Hold |
108
| – | – | 0.02% | 308 |
|
|
2020
Q2 | $44K | Sell |
108
-18
| -14% | -$7.33K | 0.02% | 316 |
|
|
2020
Q1 | $34K | Hold |
126
| – | – | 0.02% | 356 |
|
|
2019
Q4 | $28K | Buy |
126
+118
| +1,475% | +$26.2K | 0.01% | 488 |
|
|
2019
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1257 |
|
|
2019
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1173 |
|
|
2019
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 1187 |
|
|
2018
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1177 |
|
|
2018
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1183 |
|
|
2018
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1275 |
|
|
2018
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1118 |
|
|
2017
Q4 | – | Sell |
-9
| Closed | – | – | 1385 |
|
|
2017
Q3 | $0 | Sell |
9
-9
| -50% | – | ﹤0.01% | 1334 |
|
|
2017
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1115 |
|
|
2017
Q1 | $2K | Buy |
18
+9
| +100% | +$1K | ﹤0.01% | 926 |
|
|
2016
Q4 | $1K | Sell |
9
-26
| -74% | -$2.89K | ﹤0.01% | 1146 |
|
|
2016
Q3 | $3K | Buy |
35
+26
| +289% | +$2.23K | ﹤0.01% | 851 |
|
|
2016
Q2 | $1K | Sell |
9
-16
| -64% | -$1.78K | ﹤0.01% | 1048 |
|
|
2016
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 935 |
|
|
2015
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 860 |
|
|
2015
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 786 |
|
|
2015
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 789 |
|