Spartan Planning & 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 Q4	$31.2K	Buy	+226	New	+$31.2K	0.03%	153
2022 Q4	$225K	Buy	+1,441	New	+$225K	0.28%	54
2022 Q3	–	Sell	-823	Closed	-$109K	–	86
2022 Q2	$109K	Buy	+823	New	+$109K	0.15%	48