Lenox Wealth Management’s Quest Diagnostics DGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-55
Closed -$5K 479
2017
Q1
$5K Sell
55
-64
-54% -$5.82K ﹤0.01% 187
2016
Q4
$11K Buy
119
+64
+116% +$5.92K 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% -$3.86K ﹤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 +$6K ﹤0.01% 156