Meridian Wealth Partners’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-516
| Closed | -$66K | – | 400 |
|
|
2021
Q1 | $66K | Buy |
516
+6
| +1% | +$767 | 0.02% | 134 |
|
|
2020
Q4 | $61K | Buy |
510
+1
| +0.2% | +$120 | 0.03% | 127 |
|
|
2020
Q3 | $58K | Buy |
509
+2
| +0.4% | +$228 | 0.03% | 121 |
|
|
2020
Q2 | $58K | Buy |
507
+1
| +0.2% | +$114 | 0.03% | 117 |
|
|
2020
Q1 | $41K | Buy |
506
+5
| +1% | +$405 | 0.02% | 134 |
|
|
2019
Q4 | $54K | Buy |
+501
| New | +$54K | 0.03% | 127 |
|