Peak Financial Advisors’s Quest Diagnostics DGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-13,816
Closed -$2.39M 88
2021
Q4
$2.39M Buy
13,816
+1,202
+10% +$208K 1.84% 20
2021
Q3
$1.83M Buy
+12,614
New +$1.83M 1.61% 25