Wealth Alliance’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-4,550
| Closed | -$425K | – | 517 |
|
2023
Q3 | $425K | Sell |
4,550
-870
| -16% | -$81.2K | 0.07% | 264 |
|
2023
Q2 | $697K | Sell |
5,420
-33
| -0.6% | -$4.24K | 0.1% | 195 |
|
2023
Q1 | $634K | Sell |
5,453
-45
| -0.8% | -$5.23K | 0.1% | 205 |
|
2022
Q4 | $623K | Buy |
5,498
+1,494
| +37% | +$169K | 0.11% | 200 |
|
2022
Q3 | $322K | Buy |
4,004
+288
| +8% | +$23.2K | 0.06% | 306 |
|
2022
Q2 | $277K | Buy |
3,716
+320
| +9% | +$23.9K | 0.05% | 345 |
|
2022
Q1 | $434K | Buy |
3,396
+668
| +24% | +$85.4K | 0.09% | 244 |
|
2021
Q4 | $366K | Buy |
2,728
+240
| +10% | +$32.2K | 0.07% | 290 |
|
2021
Q3 | $341K | Buy |
2,488
+368
| +17% | +$50.4K | 0.08% | 291 |
|
2021
Q2 | $226K | Buy |
+2,120
| New | +$226K | 0.05% | 387 |
|