Lenox Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$1K Sell
8
-84
-91% -$10.5K ﹤0.01% 697
2021
Q4
$16K Hold
92
﹤0.01% 433
2021
Q3
$13K Buy
92
+5
+6% +$707 ﹤0.01% 433
2021
Q2
$11K Hold
87
﹤0.01% 462
2021
Q1
$11K Sell
87
-81
-48% -$10.2K ﹤0.01% 396
2020
Q4
$20K Buy
+168
New +$20K ﹤0.01% 314
2020
Q2
Sell
-3
Closed 635
2020
Q1
$0 Hold
3
﹤0.01% 800
2019
Q4
$0 Hold
3
﹤0.01% 746
2019
Q3
$0 Hold
3
﹤0.01% 621
2019
Q2
$0 Buy
+3
New ﹤0.01% 452
2015
Q4
Sell
-43
Closed -$3K 517
2015
Q3
$3K Buy
+43
New +$3K ﹤0.01% 301
2014
Q1
Sell
-38
Closed -$2K 226
2013
Q4
$2K Buy
+38
New +$2K ﹤0.01% 297