IWA
IBEX Wealth Advisors’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-268
| Closed | -$36.7K | – | 122 |
|
|
2024
Q2 | $36.7K | Buy |
+268
| New | +$36.7K | 0.01% | 174 |
|
|
2021
Q4 | – | Sell |
-348
| Closed | -$51K | – | 244 |
|
|
2021
Q3 | $51K | Buy |
+348
| New | +$51K | 0.01% | 268 |
|
|
2020
Q1 | – | Sell |
-31,548
| Closed | -$3.37M | – | 98 |
|
|
2019
Q4 | $3.37M | Buy |
31,548
+2,819
| +10% | +$301K | 1.03% | 37 |
|
|
2019
Q3 | $3.08M | Buy |
+28,729
| New | +$3.08M | 1.02% | 36 |
|