Icon Wealth Partners’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-718
| Closed | -$65K | – | 313 |
|
|
2019
Q1 | $65K | Buy |
+718
| New | +$65K | 0.02% | 301 |
|
|
2018
Q3 | – | Sell |
-923
| Closed | -$101K | – | 381 |
|
|
2018
Q2 | $101K | Sell |
923
-234
| -20% | -$25.6K | 0.04% | 237 |
|
|
2018
Q1 | $116K | Sell |
1,157
-335
| -22% | -$33.6K | 0.06% | 230 |
|
|
2017
Q4 | $147K | Buy |
+1,492
| New | +$147K | 0.07% | 212 |
|