Lenox Wealth Management’s Quest Diagnostics DGX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-55	Closed	-$5K	–	479
2017 Q1	$5K	Sell	55 -64	-54%	-$6.1K	﹤0.01%	187
2016 Q4	$11K	Buy	119 +64	+116%	+$5.52K	0.01%	164
2016 Q3	$5K	Hold	55	–	–	﹤0.01%	181
2016 Q2	$4K	Hold	55	–	–	﹤0.01%	188
2016 Q1	$4K	Hold	55	–	–	﹤0.01%	193
2015 Q4	$4K	Sell	55 -53	-49%	-$3.56K	﹤0.01%	199
2015 Q3	$7K	Hold	108	–	–	0.01%	118
2015 Q2	$8K	Hold	108	–	–	0.01%	121
2015 Q1	$8K	Hold	108	–	–	0.01%	126
2014 Q4	$7K	Hold	108	–	–	﹤0.01%	129
2014 Q3	$7K	Hold	108	–	–	﹤0.01%	135
2014 Q2	$6K	Hold	108	–	–	﹤0.01%	138
2014 Q1	$6K	Hold	108	–	–	﹤0.01%	157
2013 Q4	$6K	Buy	+108	New	+$6.41K	﹤0.01%	156