Heritage Wealth Management (Arizona)’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $11.3K | Buy |
72
+36
| +100% | +$5.63K | ﹤0.01% | 755 |
|
|
2022
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 774 |
|
|
2022
Q2 | $4.79K | Hold |
36
| – | – | ﹤0.01% | 771 |
|
|
2022
Q1 | $5K | Buy |
+36
| New | +$5K | ﹤0.01% | 791 |
|
|
2021
Q3 | $5K | Hold |
36
| – | – | ﹤0.01% | 723 |
|
|
2021
Q2 | $5K | Hold |
36
| – | – | ﹤0.01% | 739 |
|
|
2021
Q1 | $5K | Buy |
+36
| New | +$5K | ﹤0.01% | 642 |
|