PWA
Phoenix Wealth Advisors’s Exact Sciences EXAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,620
| Closed | -$415K | – | 118 |
|
|
2023
Q4 | $415K | Sell |
5,620
-113
| -2% | -$8.34K | 0.29% | 64 |
|
|
2023
Q3 | $391K | Sell |
5,733
-166
| -3% | -$11.3K | 0.23% | 61 |
|
|
2023
Q2 | $554K | Sell |
5,899
-300
| -5% | -$28.2K | 0.32% | 47 |
|
|
2023
Q1 | $420K | Sell |
6,199
-215
| -3% | -$14.6K | 0.26% | 52 |
|
|
2022
Q4 | $318K | Sell |
6,414
-935
| -13% | -$46.3K | 0.19% | 73 |
|
|
2022
Q3 | $239K | Buy |
+7,349
| New | +$239K | 0.24% | 93 |
|
|
2022
Q2 | – | Sell |
-10,901
| Closed | -$749K | – | 115 |
|
|
2022
Q1 | $749K | Buy |
10,901
+1,442
| +15% | +$99.1K | 0.77% | 32 |
|
|
2021
Q4 | $736K | Buy |
9,459
+3,343
| +55% | +$260K | 0.56% | 46 |
|
|
2021
Q3 | $584K | Buy |
6,116
+91
| +2% | +$8.69K | 0.44% | 61 |
|
|
2021
Q2 | $735K | Buy |
6,025
+93
| +2% | +$11.3K | 0.53% | 54 |
|
|
2021
Q1 | $786K | Buy |
5,932
+1,466
| +33% | +$194K | 0.61% | 44 |
|
|
2020
Q4 | $592K | Buy |
+4,466
| New | +$592K | 0.45% | 51 |
|