CWM
CarsonAllaria Wealth Management’s Exact Sciences EXAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5K | Sell |
254
-30
| -11% | -$1.59K | 0.01% | 228 |
|
|
2025
Q1 | $12.3K | Buy |
284
+38
| +15% | +$1.65K | 0.01% | 239 |
|
|
2024
Q4 | $13.8K | Hold |
246
| – | – | 0.01% | 225 |
|
|
2024
Q3 | $16.8K | Sell |
246
-98
| -28% | -$6.68K | 0.01% | 220 |
|
|
2024
Q2 | $14.5K | Hold |
344
| – | – | 0.01% | 221 |
|
|
2024
Q1 | $23.8K | Buy |
344
+70
| +26% | +$4.83K | 0.01% | 180 |
|
|
2023
Q4 | $20.3K | Sell |
274
-74
| -21% | -$5.48K | 0.01% | 169 |
|
|
2023
Q3 | $23.7K | Sell |
348
-85
| -20% | -$5.8K | 0.02% | 149 |
|
|
2023
Q2 | $40.7K | Sell |
433
-18
| -4% | -$1.69K | 0.03% | 121 |
|
|
2023
Q1 | $30.6K | Hold |
451
| – | – | 0.03% | 141 |
|
|
2022
Q4 | $22K | Sell |
451
-65
| -13% | -$3.17K | 0.02% | 147 |
|
|
2022
Q3 | $17K | Sell |
516
-8
| -2% | -$264 | 0.02% | 150 |
|
|
2022
Q2 | $21K | Buy |
524
+123
| +31% | +$4.93K | 0.02% | 144 |
|
|
2022
Q1 | $28K | Sell |
401
-69
| -15% | -$4.82K | 0.03% | 141 |
|
|
2021
Q4 | $37K | Buy |
+470
| New | +$37K | 0.03% | 135 |
|