APWA
Atlas Private Wealth Advisors’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,746
| Closed | -$241K | – | 118 |
|
|
2023
Q4 | $241K | Hold |
1,746
| – | – | 0.04% | 144 |
|
|
2023
Q3 | $213K | Hold |
1,746
| – | – | 0.04% | 171 |
|
|
2023
Q2 | $245K | Buy |
+1,746
| New | +$245K | 0.05% | 162 |
|
|
2021
Q4 | – | Sell |
-1,058
| Closed | -$154K | – | 290 |
|
|
2021
Q3 | $154K | Hold |
1,058
| – | – | 0.08% | 145 |
|
|
2021
Q2 | $140K | Hold |
1,058
| – | – | 0.08% | 138 |
|
|
2021
Q1 | $136K | Hold |
1,058
| – | – | 0.08% | 134 |
|
|
2020
Q4 | $126K | Hold |
1,058
| – | – | 0.08% | 130 |
|
|
2020
Q3 | $121K | Hold |
1,058
| – | – | 0.1% | 127 |
|
|
2020
Q2 | $121K | Buy |
+1,058
| New | +$121K | 0.11% | 133 |
|