ProVise Management Group’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,581
| Closed | -$408K | – | 293 |
|
|
2020
Q2 | $408K | Sell |
3,581
-498
| -12% | -$56.7K | 0.06% | 193 |
|
|
2020
Q1 | $328K | Sell |
4,079
-13
| -0.3% | -$1.05K | 0.06% | 209 |
|
|
2019
Q4 | $437K | Buy |
4,092
+1,678
| +70% | +$179K | 0.05% | 213 |
|
|
2019
Q3 | $258K | Buy |
+2,414
| New | +$258K | 0.03% | 259 |
|
|
2017
Q4 | – | Sell |
-3,477
| Closed | -$326K | – | 317 |
|
|
2017
Q3 | $326K | Buy |
+3,477
| New | +$326K | 0.05% | 249 |
|