B. Riley Wealth Management’s Exact Sciences EXAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,396
| Closed | -$244K | – | 416 |
|
|
2020
Q3 | $244K | Buy |
+2,396
| New | +$244K | 0.03% | 329 |
|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$29K | – | 335 |
|
|
2015
Q2 | $29K | Hold |
1,000
| – | – | 0.02% | 534 |
|
|
2015
Q1 | $22K | Sell |
1,000
-300
| -23% | -$6.6K | 0.02% | 584 |
|
|
2014
Q4 | $35K | Hold |
1,300
| – | – | 0.03% | 458 |
|
|
2014
Q3 | $25K | Buy |
1,300
+800
| +160% | +$15.4K | 0.02% | 556 |
|
|
2014
Q2 | $8K | Hold |
500
| – | – | 0.01% | 872 |
|
|
2014
Q1 | $7K | Buy |
+500
| New | +$7K | 0.01% | 830 |
|