YorkBridge Wealth Partners’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,513
| Closed | -$154K | – | 284 |
|
|
2019
Q2 | $154K | Buy |
1,513
+713
| +89% | +$72.6K | 0.07% | 220 |
|
|
2019
Q1 | $72K | Hold |
800
| – | – | 0.03% | 323 |
|
|
2018
Q4 | $67K | Sell |
800
-249
| -24% | -$20.9K | 0.04% | 301 |
|
|
2018
Q3 | $114K | Hold |
1,049
| – | – | 0.05% | 262 |
|
|
2018
Q2 | $115K | Hold |
1,049
| – | – | 0.05% | 269 |
|
|
2018
Q1 | $105K | Sell |
1,049
-60
| -5% | -$6.01K | 0.05% | 289 |
|
|
2017
Q4 | $111K | Sell |
1,109
-20
| -2% | -$2K | 0.05% | 271 |
|
|
2017
Q3 | $106K | Sell |
1,129
-59
| -5% | -$5.54K | 0.06% | 267 |
|
|
2017
Q2 | $131K | Hold |
1,188
| – | – | 0.07% | 217 |
|
|
2017
Q1 | $127K | Buy |
1,188
+18
| +2% | +$1.92K | 0.07% | 216 |
|
|
2016
Q4 | $103K | Buy |
+1,170
| New | +$103K | 0.06% | 236 |
|