OWM
Orgel Wealth Management’s Exact Sciences EXAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,100
| Closed | -$200K | – | 65 |
|
|
2021
Q3 | $200K | Hold |
2,100
| – | – | 0.02% | 61 |
|
|
2021
Q2 | $261K | Hold |
2,100
| – | – | 0.03% | 47 |
|
|
2021
Q1 | $277K | Hold |
2,100
| – | – | 0.04% | 43 |
|
|
2020
Q4 | $278K | Sell |
2,100
-100
| -5% | -$13.2K | 0.06% | 38 |
|
|
2020
Q3 | $224K | Buy |
+2,200
| New | +$224K | 0.06% | 52 |
|
|
2019
Q3 | – | Sell |
-1,900
| Closed | -$224K | – | 47 |
|
|
2019
Q2 | $224K | Buy |
+1,900
| New | +$224K | 0.09% | 36 |
|
|
2018
Q4 | – | Sell |
-4,900
| Closed | -$387K | – | 39 |
|
|
2018
Q3 | $387K | Hold |
4,900
| – | – | 0.17% | 26 |
|
|
2018
Q2 | $293K | Buy |
+4,900
| New | +$293K | 0.07% | 29 |
|