APP
Avantax Planning Partners’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,358
| Closed | -$314K | – | 350 |
|
|
2022
Q2 | $314K | Hold |
2,358
| – | – | 0.01% | 267 |
|
|
2022
Q1 | $323K | Hold |
2,358
| – | – | 0.01% | 268 |
|
|
2021
Q4 | $408K | Buy |
2,358
+10
| +0.4% | +$1.73K | 0.02% | 234 |
|
|
2021
Q3 | $341K | Hold |
2,348
| – | – | 0.02% | 237 |
|
|
2021
Q2 | $310K | Buy |
+2,348
| New | +$310K | 0.01% | 252 |
|
|
2018
Q4 | – | Sell |
-65
| Closed | -$7K | – | 494 |
|
|
2018
Q3 | $7K | Buy |
+65
| New | +$7K | ﹤0.01% | 968 |
|
|
2018
Q2 | – | Sell |
-65
| Closed | -$7K | – | 522 |
|
|
2018
Q1 | $7K | Buy |
+65
| New | +$7K | ﹤0.01% | 1185 |
|