J.W. Cole Advisors’s Exact Sciences EXAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Sell |
9,234
-482
| -5% | -$25.6K | 0.01% | 921 |
|
|
2025
Q1 | $421K | Buy |
9,716
+1,134
| +13% | +$49.1K | 0.01% | 820 |
|
|
2024
Q4 | $482K | Buy |
8,582
+1,073
| +14% | +$60.3K | 0.02% | 613 |
|
|
2024
Q3 | $512K | Buy |
+7,509
| New | +$512K | 0.02% | 590 |
|
|
2021
Q3 | – | Sell |
-2,044
| Closed | -$254K | – | 525 |
|
|
2021
Q2 | $254K | Buy |
2,044
+426
| +26% | +$52.9K | 0.02% | 628 |
|
|
2021
Q1 | $213K | Sell |
1,618
-100
| -6% | -$13.2K | 0.02% | 610 |
|
|
2020
Q4 | $228K | Buy |
+1,718
| New | +$228K | 0.02% | 561 |
|