WESPAC Advisors SoCal’s DexCom DXCM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,200
| Closed | -$35K | – | 141 |
|
2019
Q1 | $35K | Hold |
1,200
| – | – | 0.02% | 132 |
|
2018
Q4 | $35K | Hold |
1,200
| – | – | 0.02% | 137 |
|
2018
Q3 | $42K | Buy |
+1,200
| New | +$42K | 0.02% | 134 |
|
2018
Q2 | – | Sell |
-1,200
| Closed | -$22K | – | 126 |
|
2018
Q1 | $22K | Hold |
1,200
| – | – | 0.01% | 159 |
|
2017
Q4 | $17K | Hold |
1,200
| – | – | 0.01% | 165 |
|
2017
Q3 | $14K | Hold |
1,200
| – | – | 0.01% | 185 |
|
2017
Q2 | $21K | Hold |
1,200
| – | – | 0.01% | 148 |
|
2017
Q1 | $25.4K | Hold |
1,200
| – | – | 0.02% | 139 |
|
2016
Q4 | $17.9K | Hold |
1,200
| – | – | 0.01% | 154 |
|
2016
Q3 | $26.3K | Hold |
1,200
| – | – | 0.02% | 137 |
|
2016
Q2 | $23.8K | Hold |
1,200
| – | – | 0.02% | 150 |
|
2016
Q1 | $20.4K | Hold |
1,200
| – | – | 0.02% | 156 |
|
2015
Q4 | $24K | Buy |
+1,200
| New | +$24K | 0.02% | 151 |
|