Wealthspire Advisors (Maryland)’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,198
| Closed | -$108K | – | 854 |
|
|
2019
Q1 | $108K | Buy |
1,198
+827
| +223% | +$74.6K | 0.01% | 614 |
|
|
2018
Q4 | $31K | Buy |
371
+100
| +37% | +$8.36K | ﹤0.01% | 1036 |
|
|
2018
Q3 | $29K | Buy |
271
+3
| +1% | +$321 | ﹤0.01% | 1164 |
|
|
2018
Q2 | $29K | Sell |
268
-28
| -9% | -$3.03K | ﹤0.01% | 1167 |
|
|
2018
Q1 | $30K | Buy |
296
+14
| +5% | +$1.42K | ﹤0.01% | 1162 |
|
|
2017
Q4 | $28K | Sell |
282
-100
| -26% | -$9.93K | ﹤0.01% | 1218 |
|
|
2017
Q3 | $36K | Buy |
382
+48
| +14% | +$4.52K | ﹤0.01% | 1095 |
|
|
2017
Q2 | $37K | Sell |
334
-48
| -13% | -$5.32K | ﹤0.01% | 1048 |
|
|
2017
Q1 | $38K | Buy |
382
+62
| +19% | +$6.17K | 0.01% | 875 |
|
|
2016
Q4 | $29K | Sell |
320
-3
| -0.9% | -$272 | ﹤0.01% | 915 |
|
|
2016
Q3 | $27K | Sell |
323
-1
| -0.3% | -$84 | ﹤0.01% | 969 |
|
|
2016
Q2 | $26K | Buy |
324
+112
| +53% | +$8.99K | ﹤0.01% | 912 |
|
|
2016
Q1 | $15K | Sell |
212
-292
| -58% | -$20.7K | ﹤0.01% | 1059 |
|
|
2015
Q4 | $36K | Buy |
+504
| New | +$36K | 0.01% | 801 |
|