WR Wealth Planners’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.06K | Hold |
7
| – | – | ﹤0.01% | 927 |
|
|
2024
Q3 | $1.09K | Hold |
7
| – | – | ﹤0.01% | 966 |
|
|
2024
Q2 | $958 | Hold |
7
| – | – | ﹤0.01% | 959 |
|
|
2024
Q1 | $932 | Buy |
+7
| New | +$932 | ﹤0.01% | 975 |
|
|
2023
Q4 | – | Sell |
-7
| Closed | -$853 | – | 345 |
|
|
2023
Q3 | $853 | Hold |
7
| – | – | ﹤0.01% | 838 |
|
|
2023
Q2 | $984 | Sell |
7
-944
| -99% | -$133K | ﹤0.01% | 828 |
|
|
2023
Q1 | $135K | Buy |
+951
| New | +$135K | 0.06% | 204 |
|