Mark Sheptoff Financial Planning’s Quest Diagnostics DGX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-412	Closed	-$57.9K	–	392
2023 Q2	$57.9K	Hold	412	–	–	0.03%	153
2023 Q1	$58.3K	Hold	412	–	–	0.03%	145
2022 Q4	$64.5K	Buy	+412	New	+$64.5K	0.04%	136