KWM
Kingsview Wealth Management’s Exact Sciences EXAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,491
| Closed | -$924K | – | 1023 |
|
|
2023
Q4 | $924K | Buy |
12,491
+2,420
| +24% | +$179K | 0.03% | 487 |
|
|
2023
Q3 | $687K | Buy |
10,071
+2,580
| +34% | +$176K | 0.02% | 538 |
|
|
2023
Q2 | $703K | Buy |
+7,491
| New | +$703K | 0.03% | 501 |
|
|
2023
Q1 | – | Sell |
-5,154
| Closed | -$255K | – | 901 |
|
|
2022
Q4 | $255K | Buy |
+5,154
| New | +$255K | 0.01% | 721 |
|
|
2022
Q1 | – | Sell |
-2,575
| Closed | -$200K | – | 887 |
|
|
2021
Q4 | $200K | Sell |
2,575
-4,495
| -64% | -$349K | 0.01% | 847 |
|
|
2021
Q3 | $675K | Buy |
7,070
+1,405
| +25% | +$134K | 0.03% | 477 |
|
|
2021
Q2 | $703K | Buy |
5,665
+2,790
| +97% | +$346K | 0.03% | 470 |
|
|
2021
Q1 | $381K | Hold |
2,875
| – | – | 0.02% | 581 |
|
|
2020
Q4 | $381K | Sell |
2,875
-5
| -0.2% | -$663 | 0.03% | 505 |
|
|
2020
Q3 | $294K | Sell |
2,880
-200
| -6% | -$20.4K | 0.03% | 480 |
|
|
2020
Q2 | $268K | Buy |
+3,080
| New | +$268K | 0.03% | 462 |
|