Endurance 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
2023
Q2
$477K Sell
5,075
-750
-13% -$70.5K 0.07% 127
2023
Q1
$395K Sell
5,825
-950
-14% -$64.4K 0.06% 141
2022
Q4
$336K Sell
6,775
-140
-2% -$6.94K 0.05% 142
2022
Q3
$224K Sell
6,915
-200
-3% -$6.48K 0.04% 173
2022
Q2
$281K Sell
7,115
-850
-11% -$33.6K 0.04% 166
2022
Q1
$557K Buy
7,965
+950
+14% +$66.4K 0.07% 126
2021
Q4
$546K Buy
7,015
+2,515
+56% +$196K 0.06% 140
2021
Q3
$429K Buy
4,500
+1,550
+53% +$148K 0.05% 159
2021
Q2
$366K Buy
2,950
+800
+37% +$99.3K 0.04% 172
2021
Q1
$284K Buy
2,150
+350
+19% +$46.2K 0.03% 189
2020
Q4
$239K Hold
1,800
0.03% 190
2020
Q3
$184K Buy
1,800
+1,400
+350% +$143K 0.03% 189
2020
Q2
$35K Sell
400
-600
-60% -$52.5K 0.01% 348
2020
Q1
$58K Buy
+1,000
New +$58K 0.01% 263