Evolution Wealth Advisors’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-34
| Closed | -$5K | – | 276 |
|
|
2021
Q3 | $5K | Sell |
34
-67
| -66% | -$9.85K | ﹤0.01% | 502 |
|
|
2021
Q2 | $13K | Sell |
101
-12
| -11% | -$1.55K | ﹤0.01% | 362 |
|
|
2021
Q1 | $15K | Hold |
113
| – | – | ﹤0.01% | 341 |
|
|
2020
Q4 | $13K | Buy |
+113
| New | +$13K | ﹤0.01% | 320 |
|
|
2020
Q1 | – | Sell |
-52
| Closed | -$6K | – | 391 |
|
|
2019
Q4 | $6K | Buy |
52
+6
| +13% | +$692 | ﹤0.01% | 365 |
|
|
2019
Q3 | $5K | Hold |
46
| – | – | ﹤0.01% | 268 |
|
|
2019
Q2 | $5K | Buy |
+46
| New | +$5K | ﹤0.01% | 259 |
|