Balboa Wealth Partners’s Quest Diagnostics DGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,032
Closed -$287K 307
2023
Q1
$287K Buy
2,032
+744
+58% +$105K 0.11% 163
2022
Q4
$201K Buy
+1,288
New +$201K 0.09% 212