Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-24
| Closed | -$4K | – | 389 |
|
|
2021
Q3 | $4K | Buy |
24
+12
| +100% | +$2K | ﹤0.01% | 969 |
|
|
2021
Q2 | $2K | Sell |
12
-259
| -96% | -$43.2K | ﹤0.01% | 909 |
|
|
2021
Q1 | $36K | Hold |
271
| – | – | 0.02% | 344 |
|
|
2020
Q4 | $36K | Sell |
271
-9
| -3% | -$1.2K | 0.02% | 341 |
|
|
2020
Q3 | $32K | Sell |
280
-19
| -6% | -$2.17K | 0.02% | 315 |
|
|
2020
Q2 | $34K | Buy |
299
+284
| +1,893% | +$32.3K | 0.02% | 282 |
|
|
2020
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 783 |
|
|
2019
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 762 |
|
|
2019
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 732 |
|
|
2019
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 754 |
|
|
2019
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 664 |
|