TWA
TCI Wealth Advisors’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-49
| Closed | -$6.93K | – | 734 |
|
|
2023
Q1 | $6.93K | Sell |
49
-13
| -21% | -$1.84K | ﹤0.01% | 1310 |
|
|
2022
Q4 | $9.7K | Buy |
62
+14
| +29% | +$2.19K | ﹤0.01% | 1092 |
|
|
2022
Q3 | $6K | Buy |
48
+1
| +2% | +$125 | ﹤0.01% | 1323 |
|
|
2022
Q2 | $6K | Sell |
47
-8
| -15% | -$1.02K | ﹤0.01% | 1336 |
|
|
2022
Q1 | $8K | Sell |
55
-3
| -5% | -$436 | ﹤0.01% | 1237 |
|
|
2021
Q4 | $10K | Sell |
58
-63
| -52% | -$10.9K | ﹤0.01% | 1151 |
|
|
2021
Q3 | $18K | Buy |
121
+67
| +124% | +$9.97K | ﹤0.01% | 710 |
|
|
2021
Q2 | $7K | Sell |
54
-2
| -4% | -$259 | ﹤0.01% | 1176 |
|
|
2021
Q1 | $7K | Buy |
56
+7
| +14% | +$875 | ﹤0.01% | 1025 |
|
|
2020
Q4 | $6K | Buy |
49
+17
| +53% | +$2.08K | ﹤0.01% | 774 |
|
|
2020
Q3 | $4K | Buy |
32
+8
| +33% | +$1K | ﹤0.01% | 814 |
|
|
2020
Q2 | $3K | Buy |
24
+4
| +20% | +$500 | ﹤0.01% | 873 |
|
|
2020
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 987 |
|
|
2019
Q4 | $2K | Sell |
20
-13
| -39% | -$1.3K | ﹤0.01% | 1120 |
|
|
2019
Q3 | $4K | Buy |
33
+28
| +560% | +$3.39K | ﹤0.01% | 850 |
|
|
2019
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1170 |
|
|
2019
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1423 |
|
|
2018
Q3 | – | Sell |
-4
| Closed | – | – | 1471 |
|
|
2018
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1520 |
|
|
2014
Q2 | – | Sell |
-7
| Closed | -$1K | – | 898 |
|
|
2014
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 783 |
|