WWS
Wellington Wealth Strategies’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,314
| Closed | -$203K | – | 77 |
|
|
2024
Q3 | $203K | Sell |
1,314
-835
| -39% | -$129K | 0.15% | 70 |
|
|
2024
Q2 | $294K | Buy |
+2,149
| New | +$294K | 1.23% | 24 |
|
|
2024
Q1 | – | Sell |
-2,457
| Closed | -$339K | – | 162 |
|
|
2023
Q4 | $339K | Buy |
+2,457
| New | +$339K | 0.29% | 58 |
|
|
2020
Q4 | $339K | Buy |
+2,457
| New | +$339K | 0.29% | 59 |
|