Simplicity Solutions’s Quest Diagnostics DGX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$288K Buy
2,091
+244
+13% +$33.6K 0.01% 853
2023
Q3
$225K Sell
1,847
-118
-6% -$14.4K 0.01% 867
2023
Q2
$276K Buy
1,965
+29
+1% +$4.08K 0.01% 856
2023
Q1
$274K Buy
1,936
+388
+25% +$54.9K 0.01% 889
2022
Q4
$242K Sell
1,548
-295
-16% -$46.2K 0.03% 554
2022
Q3
$226K Buy
+1,843
New +$226K 0.03% 553
2020
Q3
Sell
-3,492
Closed -$398K 868
2020
Q2
$398K Buy
+3,492
New +$398K 0.01% 675
2019
Q3
Sell
-3,553
Closed -$362K 728
2019
Q2
$362K Buy
+3,553
New +$362K 0.02% 444
2018
Q4
Sell
-2,870
Closed -$310K 651
2018
Q3
$310K Buy
2,870
+1,031
+56% +$111K 0.02% 366
2018
Q2
$202K Buy
+1,839
New +$202K 0.01% 471