Laurel Wealth Advisors (California)’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
$1.54M Sell
9,827
-380
-4% -$59.4K 0.15% 152
2022
Q3
$1.25M Sell
10,207
-240
-2% -$29.4K 0.13% 166
2022
Q2
$1.39M Sell
10,447
-400
-4% -$53.2K 0.14% 156
2022
Q1
$1.49M Buy
10,847
+786
+8% +$108K 0.12% 179
2021
Q4
$1.74M Sell
10,061
-330
-3% -$57.1K 0.13% 152
2021
Q3
$1.51M Buy
10,391
+21
+0.2% +$3.05K 0.28% 77
2021
Q2
$1.37M Sell
10,370
-100
-1% -$13.2K 0.18% 130
2021
Q1
$1.34M Sell
10,470
-300
-3% -$38.5K 0.2% 113
2020
Q4
$1.28M Sell
10,770
-12
-0.1% -$1.43K 0.19% 125
2020
Q3
$1.23M Buy
10,782
+758
+8% +$86.8K 0.2% 119
2020
Q2
$1.14M Sell
10,024
-47
-0.5% -$5.36K 0.21% 119
2020
Q1
$809K Buy
+10,071
New +$809K 0.19% 133