Advocacy Wealth Management Services’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-100
| Closed | -$8K | – | 143 |
|
|
2018
Q4 | $8K | Hold |
100
| – | – | 0.01% | 125 |
|
|
2018
Q3 | $11K | Hold |
100
| – | – | 0.01% | 122 |
|
|
2018
Q2 | $11K | Hold |
100
| – | – | 0.01% | 124 |
|
|
2018
Q1 | $10K | Hold |
100
| – | – | 0.01% | 137 |
|
|
2017
Q4 | $10K | Hold |
100
| – | – | 0.01% | 155 |
|
|
2017
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 203 |
|
|
2017
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 178 |
|
|
2017
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 204 |
|
|
2016
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 208 |
|
|
2016
Q3 | $8K | Sell |
100
-300
| -75% | -$24K | ﹤0.01% | 282 |
|
|
2016
Q2 | $33K | Buy |
400
+300
| +300% | +$24.8K | 0.02% | 183 |
|
|
2016
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 385 |
|
|
2015
Q4 | $7K | Buy |
+100
| New | +$7K | 0.01% | 390 |
|
|
2013
Q3 | – | Sell |
-76
| Closed | -$5K | – | 290 |
|
|
2013
Q2 | $5K | Buy |
+76
| New | +$5K | 0.02% | 206 |
|