Wellington Shields & Co’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,180
| Closed | -$185K | – | 300 |
|
|
2022
Q4 | $185K | Hold |
1,180
| – | – | 0.04% | 209 |
|
|
2022
Q3 | $145K | Buy |
1,180
+5
| +0.4% | +$614 | 0.06% | 213 |
|
|
2022
Q2 | $156K | Sell |
1,175
-295
| -20% | -$39.2K | 0.04% | 208 |
|
|
2022
Q1 | $201K | Buy |
1,470
+5
| +0.3% | +$684 | 0.07% | 210 |
|
|
2021
Q4 | $253K | Buy |
1,465
+4
| +0.3% | +$691 | 0.05% | 190 |
|
|
2021
Q3 | $212K | Buy |
+1,461
| New | +$212K | 0.07% | 192 |
|