WFG Advisors’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $107K | Buy |
966
+301
| +45% | +$33.3K | 0.02% | 513 |
|
|
2017
Q1 | $65K | Sell |
665
-308
| -32% | -$30.1K | 0.02% | 595 |
|
|
2016
Q4 | $89K | Buy |
973
+3
| +0.3% | +$274 | 0.02% | 555 |
|
|
2016
Q3 | $82K | Buy |
970
+949
| +4,519% | +$80.2K | 0.02% | 576 |
|
|
2016
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 1366 |
|
|
2016
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 1328 |
|
|
2015
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 1435 |
|
|
2015
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 1480 |
|
|
2015
Q2 | $2K | Sell |
21
-37
| -64% | -$3.52K | ﹤0.01% | 1465 |
|
|
2015
Q1 | $4K | Sell |
58
-472
| -89% | -$32.6K | ﹤0.01% | 1406 |
|
|
2014
Q4 | $36K | Buy |
530
+1
| +0.2% | +$68 | 0.01% | 998 |
|
|
2014
Q3 | $32K | Buy |
529
+67
| +15% | +$4.05K | 0.01% | 1079 |
|
|
2014
Q2 | $27K | Buy |
462
+191
| +70% | +$11.2K | 0.01% | 1139 |
|
|
2014
Q1 | $16K | Buy |
271
+242
| +834% | +$14.3K | ﹤0.01% | 1320 |
|
|
2013
Q4 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 1954 |
|
|
2013
Q3 | – | Sell |
-7
| Closed | – | – | 2159 |
|
|
2013
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 2086 |
|