Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-950
| Closed | -$164K | – | 960 |
|
|
2021
Q4 | $164K | Hold |
950
| – | – | 0.03% | 203 |
|
|
2021
Q3 | $138K | Buy |
+950
| New | +$138K | 0.02% | 227 |
|
|
2017
Q2 | – | Sell |
-2,000
| Closed | -$196K | – | 694 |
|
|
2017
Q1 | $196K | Hold |
2,000
| – | – | 0.08% | 142 |
|
|
2016
Q4 | $184K | Hold |
2,000
| – | – | 0.08% | 150 |
|
|
2016
Q3 | $169K | Hold |
2,000
| – | – | 0.07% | 157 |
|
|
2016
Q2 | $163K | Buy |
+2,000
| New | +$163K | 0.07% | 158 |
|