Valeo Financial Advisors’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-318
| Closed | -$41K | – | 756 |
|
|
2021
Q1 | $41K | Buy |
318
+17
| +6% | +$2.19K | ﹤0.01% | 904 |
|
|
2020
Q4 | $36K | Sell |
301
-12
| -4% | -$1.44K | ﹤0.01% | 865 |
|
|
2020
Q3 | $36K | Sell |
313
-38
| -11% | -$4.37K | ﹤0.01% | 726 |
|
|
2020
Q2 | $40K | Buy |
351
+11
| +3% | +$1.25K | ﹤0.01% | 768 |
|
|
2020
Q1 | $30K | Buy |
+340
| New | +$30K | ﹤0.01% | 734 |
|
|
2018
Q3 | – | Sell |
-4
| Closed | – | – | 1788 |
|
|
2018
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1636 |
|