HGWM
Harvest Group Wealth Management’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-926
| Closed | -$110K | – | 200 |
|
|
2020
Q4 | $110K | Buy |
926
+1
| +0.1% | +$119 | 0.07% | 63 |
|
|
2020
Q3 | $106K | Hold |
925
| – | – | 0.07% | 56 |
|
|
2020
Q2 | $105K | Hold |
925
| – | – | 0.09% | 52 |
|
|
2020
Q1 | $74K | Hold |
925
| – | – | 0.07% | 65 |
|
|
2019
Q4 | $98K | Buy |
925
+4
| +0.4% | +$424 | 0.09% | 58 |
|
|
2019
Q3 | $99K | Buy |
921
+5
| +0.5% | +$537 | 0.12% | 55 |
|
|
2019
Q2 | $93K | Buy |
916
+5
| +0.5% | +$508 | 0.12% | 48 |
|
|
2019
Q1 | $82K | Buy |
+911
| New | +$82K | 0.08% | 66 |
|