TFO Wealth Partners’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$399 | – | 243 |
|
|
2024
Q1 | $399 | Hold |
3
| – | – | ﹤0.01% | 312 |
|
|
2023
Q4 | $414 | Hold |
3
| – | – | ﹤0.01% | 392 |
|
|
2023
Q3 | $422 | Hold |
3
| – | – | ﹤0.01% | 509 |
|
|
2023
Q2 | $422 | Hold |
3
| – | – | ﹤0.01% | 317 |
|
|
2023
Q1 | $424 | Sell |
3
-13
| -81% | -$1.84K | ﹤0.01% | 281 |
|
|
2022
Q4 | $2.28K | Buy |
+16
| New | +$2.28K | ﹤0.01% | 239 |
|