OAM
Optimal Asset Management’s Quest Diagnostics DGX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $6.31M | Buy |
43,418
+53
| +0.1% | +$7.7K | 0.79% | 20 |
|
2021
Q2 | $5.72M | Hold |
43,365
| – | – | 0.68% | 28 |
|
2021
Q1 | $5.57M | Buy |
43,365
+4,500
| +12% | +$577K | 0.72% | 26 |
|
2020
Q4 | $4.63M | Hold |
38,865
| – | – | 0.66% | 28 |
|
2020
Q3 | $4.45M | Sell |
38,865
-456
| -1% | -$52.2K | 0.64% | 31 |
|
2020
Q2 | $4.48M | Sell |
39,321
-41,970
| -52% | -$4.78M | 0.73% | 19 |
|
2020
Q1 | $6.53K | Buy |
81,291
+37,933
| +87% | +$3.05K | 0.61% | 29 |
|
2019
Q4 | $4.63M | Buy |
+43,358
| New | +$4.63M | 0.7% | 22 |
|