CWP
CFM Wealth Partners’s Exact Sciences EXAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,049
| Closed | -$280K | – | 150 |
|
|
2024
Q1 | $280K | Sell |
4,049
-7,218
| -64% | -$498K | 0.06% | 133 |
|
|
2023
Q4 | $834K | Sell |
11,267
-176
| -2% | -$13K | 0.19% | 84 |
|
|
2023
Q3 | $781K | Hold |
11,443
| – | – | 0.2% | 80 |
|
|
2023
Q2 | $1.07M | Hold |
11,443
| – | – | 0.26% | 78 |
|
|
2023
Q1 | $776K | Hold |
11,443
| – | – | 0.21% | 81 |
|
|
2022
Q4 | $567K | Hold |
11,443
| – | – | 0.17% | 103 |
|
|
2022
Q3 | $372K | Buy |
11,443
+393
| +4% | +$12.8K | 0.12% | 120 |
|
|
2022
Q2 | $435K | Hold |
11,050
| – | – | 0.13% | 116 |
|
|
2022
Q1 | $773K | Sell |
11,050
-107
| -1% | -$7.49K | 0.19% | 91 |
|
|
2021
Q4 | $910K | Buy |
11,157
+566
| +5% | +$46.2K | 0.2% | 88 |
|
|
2021
Q3 | $1.01M | Buy |
10,591
+1,125
| +12% | +$107K | 0.25% | 78 |
|
|
2021
Q2 | $1.18M | Buy |
9,466
+144
| +2% | +$17.9K | 0.31% | 67 |
|
|
2021
Q1 | $1.23M | Hold |
9,322
| – | – | 0.37% | 62 |
|
|
2020
Q4 | $1.24M | Buy |
9,322
+808
| +9% | +$107K | 0.39% | 56 |
|
|
2020
Q3 | $868K | Buy |
8,514
+1,757
| +26% | +$179K | 0.32% | 67 |
|
|
2020
Q2 | $587K | Buy |
6,757
+468
| +7% | +$40.7K | 0.22% | 77 |
|
|
2020
Q1 | $365K | Buy |
6,289
+4,949
| +369% | +$287K | 0.17% | 91 |
|
|
2019
Q4 | $120K | Buy |
+1,340
| New | +$120K | 0.04% | 188 |
|