BCWM
Bartlett & Co Wealth Management’s Exact Sciences EXAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-88
| Closed | -$3.81K | – | 1278 |
|
|
2025
Q1 | $3.81K | Buy |
+88
| New | +$3.81K | ﹤0.01% | 1017 |
|
|
2021
Q2 | – | Sell |
-3
| Closed | -$395 | – | 1079 |
|
|
2021
Q1 | $395 | Hold |
3
| – | – | ﹤0.01% | 1072 |
|
|
2020
Q4 | $397 | Buy |
+3
| New | +$397 | ﹤0.01% | 1171 |
|
|
2020
Q2 | – | Sell |
-157
| Closed | -$9.11K | – | 856 |
|
|
2020
Q1 | $9.11K | Hold |
157
| – | – | ﹤0.01% | 669 |
|
|
2019
Q4 | $14.5K | Buy |
+157
| New | +$14.5K | ﹤0.01% | 691 |
|