Lipe & Dalton’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 | – | Sell |
-7,320
| Closed | -$317K | – | 92 |
|
|
2025
Q1 | $317K | Sell |
7,320
-700
| -9% | -$30.3K | 0.18% | 68 |
|
|
2024
Q4 | $451K | Sell |
8,020
-1,000
| -11% | -$56.2K | 0.24% | 62 |
|
|
2024
Q3 | $614K | Hold |
9,020
| – | – | 0.31% | 58 |
|
|
2024
Q2 | $381K | Buy |
9,020
+1,750
| +24% | +$73.9K | 0.2% | 67 |
|
|
2024
Q1 | $502K | Buy |
7,270
+1,800
| +33% | +$124K | 0.26% | 65 |
|
|
2023
Q4 | $405K | Buy |
5,470
+400
| +8% | +$29.6K | 0.22% | 66 |
|
|
2023
Q3 | $346K | Buy |
5,070
+550
| +12% | +$37.5K | 0.21% | 68 |
|
|
2023
Q2 | $424K | Buy |
4,520
+750
| +20% | +$70.4K | 0.24% | 67 |
|
|
2023
Q1 | $256K | Sell |
3,770
-500
| -12% | -$34K | 0.15% | 72 |
|
|
2022
Q4 | $211K | Buy |
4,270
+100
| +2% | +$4.94K | 0.12% | 74 |
|
|
2022
Q3 | $135K | Buy |
4,170
+500
| +14% | +$16.2K | 0.08% | 80 |
|
|
2022
Q2 | $145K | Buy |
+3,670
| New | +$145K | 0.08% | 82 |
|
|
2020
Q2 | – | Sell |
-6,470
| Closed | -$375K | – | 101 |
|
|
2020
Q1 | $375K | Buy |
+6,470
| New | +$375K | 0.32% | 50 |
|