GCA
Gideon Capital Advisors’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,840
| Closed | -$837K | – | 55 |
|
|
2019
Q4 | $837K | Buy |
+7,840
| New | +$837K | 0.29% | 128 |
|
|
2019
Q1 | – | Sell |
-4,174
| Closed | -$348K | – | 409 |
|
|
2018
Q4 | $348K | Sell |
4,174
-227
| -5% | -$18.9K | 0.14% | 225 |
|
|
2018
Q3 | $475K | Sell |
4,401
-1,017
| -19% | -$110K | 0.22% | 152 |
|
|
2018
Q2 | $596K | Buy |
5,418
+1,827
| +51% | +$201K | 0.3% | 100 |
|
|
2018
Q1 | $360K | Buy |
3,591
+282
| +9% | +$28.3K | 0.22% | 181 |
|
|
2017
Q4 | $326K | Sell |
3,309
-3,044
| -48% | -$300K | 0.29% | 140 |
|
|
2017
Q3 | $595K | Buy |
+6,353
| New | +$595K | 0.59% | 27 |
|
|
2017
Q2 | – | Sell |
-11,792
| Closed | -$1.16M | – | 289 |
|
|
2017
Q1 | $1.16M | Buy |
11,792
+5,310
| +82% | +$521K | 0.69% | 12 |
|
|
2016
Q4 | $596K | Buy |
+6,482
| New | +$596K | 0.38% | 57 |
|