Legacy Capital Partners’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,950
| Closed | -$208K | – | 142 |
|
|
2019
Q4 | $208K | Hold |
1,950
| – | – | 0.08% | 153 |
|
|
2019
Q3 | $209K | Sell |
1,950
-126
| -6% | -$13.5K | 0.09% | 143 |
|
|
2019
Q2 | $211K | Buy |
+2,076
| New | +$211K | 0.09% | 135 |
|
|
2018
Q4 | – | Sell |
-2,259
| Closed | -$243K | – | 127 |
|
|
2018
Q3 | $243K | Buy |
2,259
+316
| +16% | +$34K | 0.11% | 121 |
|
|
2018
Q2 | $214K | Buy |
+1,943
| New | +$214K | 0.1% | 120 |
|