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TruWealth Advisors’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,050
| Closed | -$406K | – | 162 |
|
|
2024
Q1 | $406K | Buy |
3,050
+104
| +4% | +$13.8K | 0.03% | 111 |
|
|
2023
Q4 | $406K | Buy |
2,946
+277
| +10% | +$38.2K | 0.03% | 102 |
|
|
2023
Q3 | $325K | Buy |
2,669
+535
| +25% | +$65.2K | 0.03% | 107 |
|
|
2023
Q2 | $300K | Sell |
2,134
-50
| -2% | -$7.03K | 0.03% | 114 |
|
|
2023
Q1 | $309K | Sell |
2,184
-24
| -1% | -$3.4K | 0.03% | 112 |
|
|
2022
Q4 | $345K | Buy |
+2,208
| New | +$345K | 0.03% | 102 |
|