HC Financial Advisors’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $120K | Hold |
899
| – | – | 0.08% | 92 |
|
|
2022
Q1 | $123K | Hold |
899
| – | – | 0.07% | 97 |
|
|
2021
Q4 | $156K | Sell |
899
-180
| -17% | -$31.2K | 0.09% | 92 |
|
|
2021
Q3 | $157K | Hold |
1,079
| – | – | 0.09% | 85 |
|
|
2021
Q2 | $142K | Hold |
1,079
| – | – | 0.08% | 94 |
|
|
2021
Q1 | $138K | Hold |
1,079
| – | – | 0.08% | 88 |
|
|
2020
Q4 | $129K | Buy |
1,079
+327
| +43% | +$39.1K | 0.08% | 92 |
|
|
2020
Q3 | $86K | Buy |
752
+572
| +318% | +$65.4K | 0.06% | 93 |
|
|
2020
Q2 | $21K | Hold |
180
| – | – | 0.02% | 171 |
|
|
2020
Q1 | $14K | Buy |
+180
| New | +$14K | 0.01% | 203 |
|