SWM
Selective Wealth Management’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-100
| Closed | -$12K | – | 246 |
|
|
2022
Q3 | $12K | Hold |
100
| – | – | 0.01% | 489 |
|
|
2022
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 527 |
|
|
2022
Q1 | $14K | Hold |
100
| – | – | 0.01% | 490 |
|
|
2021
Q4 | $17K | Hold |
100
| – | – | 0.01% | 426 |
|
|
2021
Q3 | $15K | Sell |
100
-100
| -50% | -$15K | 0.01% | 388 |
|
|
2021
Q2 | $26K | Hold |
200
| – | – | 0.02% | 255 |
|
|
2021
Q1 | $26K | Hold |
200
| – | – | 0.02% | 175 |
|
|
2020
Q4 | $24K | Hold |
200
| – | – | 0.02% | 165 |
|
|
2020
Q3 | $23K | Hold |
200
| – | – | 0.02% | 143 |
|
|
2020
Q2 | $23K | Buy |
+200
| New | +$23K | 0.02% | 158 |
|