Integrated Wealth Management’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-64
| Closed | -$5K | – | 408 |
|
|
2016
Q3 | $5K | Hold |
64
| – | – | ﹤0.01% | 895 |
|
|
2016
Q2 | $5K | Hold |
64
| – | – | ﹤0.01% | 907 |
|
|
2016
Q1 | $5K | Sell |
64
-36
| -36% | -$2.81K | ﹤0.01% | 835 |
|
|
2015
Q4 | $7K | Buy |
100
+36
| +56% | +$2.52K | ﹤0.01% | 852 |
|
|
2015
Q3 | $4K | Hold |
64
| – | – | ﹤0.01% | 975 |
|
|
2015
Q2 | $5K | Hold |
64
| – | – | ﹤0.01% | 955 |
|
|
2015
Q1 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 968 |
|