SOA Wealth Advisors’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3
| Closed | – | – | 853 |
|
|
2022
Q2 | $0 | Sell |
3
-49
| -94% | – | ﹤0.01% | 852 |
|
|
2022
Q1 | $7K | Hold |
52
| – | – | ﹤0.01% | 637 |
|
|
2021
Q4 | $8K | Hold |
52
| – | – | ﹤0.01% | 598 |
|
|
2021
Q3 | $7K | Buy |
52
+28
| +117% | +$3.77K | ﹤0.01% | 637 |
|
|
2021
Q2 | $3K | Buy |
24
+9
| +60% | +$1.13K | ﹤0.01% | 719 |
|
|
2021
Q1 | $1K | Sell |
15
-114
| -88% | -$7.6K | ﹤0.01% | 759 |
|
|
2020
Q4 | $15K | Buy |
+129
| New | +$15K | ﹤0.01% | 449 |
|