BWM
BerganKDV Wealth Management’s Exact Sciences EXAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-15
| Closed | – | – | 1067 |
|
|
2022
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 996 |
|
|
2022
Q2 | $1K | Buy |
15
+10
| +200% | +$667 | ﹤0.01% | 893 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1024 |
|
|
2021
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1074 |
|
|
2021
Q3 | $0 | Sell |
5
-6
| -55% | – | ﹤0.01% | 1053 |
|
|
2021
Q2 | $1K | Buy |
11
+1
| +10% | +$91 | ﹤0.01% | 901 |
|
|
2021
Q1 | $1K | Buy |
10
+5
| +100% | +$500 | ﹤0.01% | 845 |
|
|
2020
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 846 |
|
|
2020
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 789 |
|
|
2020
Q2 | $0 | Sell |
5
-8
| -62% | – | ﹤0.01% | 994 |
|
|
2020
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 815 |
|
|
2019
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 840 |
|