Empirical Wealth Management’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,935
| Closed | -$335K | – | 508 |
|
|
2021
Q4 | $335K | Sell |
1,935
-674
| -26% | -$117K | 0.02% | 404 |
|
|
2021
Q3 | $379K | Buy |
2,609
+600
| +30% | +$87.2K | 0.02% | 345 |
|
|
2021
Q2 | $265K | Buy |
2,009
+442
| +28% | +$58.3K | 0.02% | 391 |
|
|
2021
Q1 | $201K | Buy |
+1,567
| New | +$201K | 0.02% | 372 |
|