Financial Synergies Wealth Advisors’s Exact Sciences EXAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16
| Closed | -$1.11K | – | 193 |
|
|
2024
Q1 | $1.11K | Sell |
16
-11
| -41% | -$760 | ﹤0.01% | 395 |
|
|
2023
Q4 | $1.34K | Buy |
27
+11
| +69% | +$545 | ﹤0.01% | 296 |
|
|
2023
Q3 | $1.09K | Hold |
16
| – | – | ﹤0.01% | 362 |
|
|
2023
Q2 | $1.5K | Hold |
16
| – | – | ﹤0.01% | 322 |
|
|
2023
Q1 | $1.09K | Sell |
16
-11
| -41% | -$746 | ﹤0.01% | 368 |
|
|
2022
Q4 | $1.34K | Buy |
+27
| New | +$1.34K | ﹤0.01% | 296 |
|