Smith Salley Wealth Management’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,400
| Closed | -$219K | – | 228 |
|
|
2022
Q4 | $219K | Buy |
+1,400
| New | +$219K | 0.02% | 210 |
|
|
2022
Q1 | – | Sell |
-1,400
| Closed | -$242K | – | 241 |
|
|
2021
Q4 | $242K | Sell |
1,400
-300
| -18% | -$51.9K | 0.02% | 226 |
|
|
2021
Q3 | $247K | Hold |
1,700
| – | – | 0.02% | 223 |
|
|
2021
Q2 | $224K | Buy |
+1,700
| New | +$224K | 0.02% | 232 |
|