Wealthstreet Investment Advisors’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-23,208
| Closed | -$2.09M | – | 152 |
|
|
2021
Q1 | $2.09M | Hold |
23,208
| – | – | 0.2% | 116 |
|
|
2020
Q4 | $2.15M | Hold |
23,208
| – | – | 0.22% | 106 |
|
|
2020
Q3 | $2.39M | Sell |
23,208
-1,392
| -6% | -$143K | 0.27% | 89 |
|
|
2020
Q2 | $2.49M | Sell |
24,600
-5,320
| -18% | -$539K | 0.31% | 74 |
|
|
2020
Q1 | $2.01M | Hold |
29,920
| – | – | 0.3% | 84 |
|
|
2019
Q4 | $1.64M | Sell |
29,920
-980
| -3% | -$53.6K | 0.19% | 114 |
|
|
2019
Q3 | $1.2M | Hold |
30,900
| – | – | 0.15% | 123 |
|
|
2019
Q2 | $1.16M | Hold |
30,900
| – | – | 0.15% | 134 |
|
|
2019
Q1 | $920K | Hold |
30,900
| – | – | 0.12% | 150 |
|
|
2018
Q4 | $1.09M | Hold |
30,900
| – | – | 0.15% | 130 |
|
|
2018
Q3 | $1.11M | Sell |
30,900
-2,100
| -6% | -$75.1K | 0.14% | 142 |
|
|
2018
Q2 | $784K | Hold |
33,000
| – | – | 0.1% | 179 |
|
|
2018
Q1 | $612K | Hold |
33,000
| – | – | 0.08% | 208 |
|
|
2017
Q4 | $473K | Buy |
+33,000
| New | +$473K | 0.06% | 235 |
|