Cassaday & Co Wealth Management’s Quest Diagnostics DGX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,948	Closed	-$237K	–	270
2023 Q3	$237K	Buy	+1,948	New	+$237K	0.01%	223
2023 Q2	–	Sell	-1,948	Closed	-$276K	–	259
2023 Q1	$276K	Hold	1,948	–	–	0.01%	213
2022 Q4	$305K	Buy	+1,948	New	+$305K	0.01%	196