BIA
Benchmark Investment Advisors’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,175
| Closed | -$868K | – | 82 |
|
|
2023
Q2 | $868K | Hold |
6,175
| – | – | 0.8% | 38 |
|
|
2023
Q1 | $874K | Hold |
6,175
| – | – | 0.9% | 37 |
|
|
2022
Q4 | $966K | Buy |
6,175
+175
| +3% | +$27.4K | 1.02% | 33 |
|
|
2022
Q3 | $736K | Hold |
6,000
| – | – | 0.79% | 41 |
|
|
2022
Q2 | $798K | Buy |
6,000
+300
| +5% | +$39.9K | 0.83% | 41 |
|
|
2022
Q1 | $780K | Sell |
5,700
-400
| -7% | -$54.7K | 0.59% | 48 |
|
|
2021
Q4 | $1.06M | Buy |
+6,100
| New | +$1.06M | 0.87% | 38 |
|