Mosaic Family Wealth’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-62
| Closed | -$6K | – | 280 |
|
|
2019
Q1 | $6K | Hold |
62
| – | – | ﹤0.01% | 541 |
|
|
2018
Q4 | $5K | Hold |
62
| – | – | ﹤0.01% | 547 |
|
|
2018
Q3 | $6K | Hold |
62
| – | – | ﹤0.01% | 542 |
|
|
2018
Q2 | $7K | Hold |
62
| – | – | ﹤0.01% | 563 |
|
|
2018
Q1 | $6K | Hold |
62
| – | – | ﹤0.01% | 566 |
|
|
2017
Q4 | $6K | Hold |
62
| – | – | ﹤0.01% | 574 |
|
|
2017
Q3 | $6K | Hold |
62
| – | – | ﹤0.01% | 644 |
|
|
2017
Q2 | $7K | Hold |
62
| – | – | ﹤0.01% | 520 |
|
|
2017
Q1 | $6K | Hold |
62
| – | – | ﹤0.01% | 539 |
|
|
2016
Q4 | $6K | Sell |
62
-27
| -30% | -$2.61K | ﹤0.01% | 531 |
|
|
2016
Q3 | $8K | Sell |
89
-67
| -43% | -$6.02K | ﹤0.01% | 529 |
|
|
2016
Q2 | $13K | Sell |
156
-4
| -3% | -$333 | 0.01% | 497 |
|
|
2016
Q1 | $11K | Hold |
160
| – | – | 0.01% | 511 |
|
|
2015
Q4 | $11K | Buy |
+160
| New | +$11K | ﹤0.01% | 515 |
|