Loring Wolcott & Coolidge Fiduciary Advisors’s Exact Sciences EXAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-45
| Closed | -$2K | – | 612 |
|
|
2022
Q2 | $2K | Hold |
45
| – | – | ﹤0.01% | 609 |
|
|
2022
Q1 | $3K | Sell |
45
-458
| -91% | -$30.5K | ﹤0.01% | 608 |
|
|
2021
Q4 | $39K | Buy |
503
+458
| +1,018% | +$35.5K | ﹤0.01% | 485 |
|
|
2021
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 670 |
|
|
2021
Q2 | $6K | Buy |
+45
| New | +$6K | ﹤0.01% | 715 |
|
|
2021
Q1 | – | Sell |
-45
| Closed | -$6K | – | 441 |
|
|
2020
Q4 | $6K | Hold |
45
| – | – | ﹤0.01% | 668 |
|
|
2020
Q3 | $5K | Hold |
45
| – | – | ﹤0.01% | 546 |
|
|
2020
Q2 | $4K | Hold |
45
| – | – | ﹤0.01% | 544 |
|
|
2020
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 606 |
|
|
2019
Q4 | $4K | Hold |
45
| – | – | ﹤0.01% | 616 |
|
|
2019
Q3 | $4K | Sell |
45
-84
| -65% | -$7.47K | ﹤0.01% | 612 |
|
|
2019
Q2 | $15K | Buy |
129
+84
| +187% | +$9.77K | ﹤0.01% | 532 |
|
|
2019
Q1 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 601 |
|