TAIM
TD Ameritrade Investment Management’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,250
| Closed | -$176K | – | 111 |
|
|
2023
Q2 | $176K | Sell |
1,250
-197
| -14% | -$27.7K | ﹤0.01% | 181 |
|
|
2023
Q1 | $205K | Sell |
1,447
-472
| -25% | -$66.9K | ﹤0.01% | 176 |
|
|
2022
Q4 | $300K | Sell |
1,919
-618
| -24% | -$96.6K | ﹤0.01% | 167 |
|
|
2022
Q3 | $311K | Sell |
2,537
-631
| -20% | -$77.4K | ﹤0.01% | 173 |
|
|
2022
Q2 | $421K | Sell |
3,168
-1,040
| -25% | -$138K | ﹤0.01% | 168 |
|
|
2022
Q1 | $576K | Buy |
4,208
+269
| +7% | +$36.8K | ﹤0.01% | 173 |
|
|
2021
Q4 | $681K | Buy |
+3,939
| New | +$681K | ﹤0.01% | 158 |
|
|
2021
Q3 | – | Sell |
-3,537
| Closed | -$467K | – | 653 |
|
|
2021
Q2 | $467K | Buy |
+3,537
| New | +$467K | ﹤0.01% | 172 |
|