CWM
Cordatus Wealth Management’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,916
| Closed | -$632K | – | 106 |
|
|
2019
Q4 | $632K | Sell |
5,916
-1,922
| -25% | -$205K | 0.31% | 96 |
|
|
2019
Q3 | $839K | Sell |
7,838
-433
| -5% | -$46.3K | 0.44% | 77 |
|
|
2019
Q2 | $842K | Sell |
8,271
-410
| -5% | -$41.7K | 0.49% | 64 |
|
|
2019
Q1 | $781K | Buy |
+8,681
| New | +$781K | 0.43% | 74 |
|