WKWM
Walter & Keenan Wealth Management’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,407
| Closed | -$220K | – | 144 |
|
|
2022
Q4 | $220K | Buy |
+1,407
| New | +$220K | 0.09% | 133 |
|
|
2022
Q1 | – | Sell |
-1,400
| Closed | -$242K | – | 148 |
|
|
2021
Q4 | $242K | Hold |
1,400
| – | – | 0.08% | 138 |
|
|
2021
Q3 | $203K | Buy |
+1,400
| New | +$203K | 0.07% | 150 |
|
|
2021
Q1 | – | Sell |
-1,745
| Closed | -$208K | – | 147 |
|
|
2020
Q4 | $208K | Buy |
+1,745
| New | +$208K | 0.08% | 139 |
|