Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2
| Closed | -$313 | – | 519 |
|
|
2023
Q4 | $313 | Buy |
+2
| New | +$313 | ﹤0.01% | 417 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | -$283 | – | 502 |
|
|
2023
Q1 | $283 | Hold |
2
| – | – | ﹤0.01% | 466 |
|
|
2022
Q4 | $313 | Hold |
2
| – | – | ﹤0.01% | 417 |
|
|
2022
Q3 | $246 | Hold |
2
| – | – | ﹤0.01% | 434 |
|
|
2022
Q2 | $266 | Buy |
+2
| New | +$266 | ﹤0.01% | 450 |
|