IWA
Intercontinental Wealth Advisors’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $360K | Sell |
2,564
-60
| -2% | -$8.43K | 0.09% | 233 |
|
|
2023
Q1 | $371K | Sell |
2,624
-804
| -23% | -$114K | 0.09% | 233 |
|
|
2022
Q4 | $536K | Sell |
3,428
-3
| -0.1% | -$469 | 0.16% | 152 |
|
|
2022
Q3 | $421K | Sell |
3,431
-12
| -0.3% | -$1.47K | 0.13% | 180 |
|
|
2022
Q2 | $458K | Sell |
3,443
-13
| -0.4% | -$1.73K | 0.12% | 175 |
|
|
2022
Q1 | $473K | Sell |
3,456
-8
| -0.2% | -$1.1K | 0.11% | 185 |
|
|
2021
Q4 | $599K | Sell |
3,464
-439
| -11% | -$75.9K | 0.13% | 163 |
|
|
2021
Q3 | $567K | Sell |
3,903
-62
| -2% | -$9.01K | 0.13% | 150 |
|
|
2021
Q2 | $523K | Buy |
3,965
+202
| +5% | +$26.6K | 0.1% | 172 |
|
|
2021
Q1 | $483K | Buy |
3,763
+94
| +3% | +$12.1K | 0.11% | 162 |
|
|
2020
Q4 | $437K | Sell |
3,669
-3,872
| -51% | -$461K | 0.11% | 157 |
|
|
2020
Q3 | $863K | Sell |
7,541
-462
| -6% | -$52.9K | 0.25% | 78 |
|
|
2020
Q2 | $912K | Buy |
8,003
+2,107
| +36% | +$240K | 0.3% | 72 |
|
|
2020
Q1 | $473K | Buy |
+5,896
| New | +$473K | 0.25% | 91 |
|