Plante Moran Financial Advisors’s Exact Sciences EXAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-50
| Closed | -$3.45K | – | 815 |
|
|
2024
Q1 | $3.45K | Buy |
+50
| New | +$3.45K | ﹤0.01% | 719 |
|
|
2023
Q3 | – | Sell |
-10
| Closed | -$939 | – | 802 |
|
|
2023
Q2 | $939 | Sell |
10
-80
| -89% | -$7.51K | ﹤0.01% | 733 |
|
|
2023
Q1 | $6.1K | Hold |
90
| – | – | ﹤0.01% | 628 |
|
|
2022
Q4 | $4.46K | Sell |
90
-18
| -17% | -$891 | ﹤0.01% | 685 |
|
|
2022
Q3 | $4K | Buy |
108
+18
| +20% | +$667 | ﹤0.01% | 726 |
|
|
2022
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 733 |
|
|
2022
Q1 | $6K | Hold |
90
| – | – | ﹤0.01% | 651 |
|
|
2021
Q4 | $7K | Hold |
90
| – | – | ﹤0.01% | 751 |
|
|
2021
Q3 | $9K | Hold |
90
| – | – | ﹤0.01% | 705 |
|
|
2021
Q2 | $11K | Hold |
90
| – | – | ﹤0.01% | 662 |
|
|
2021
Q1 | $12K | Sell |
90
-400
| -82% | -$53.3K | ﹤0.01% | 621 |
|
|
2020
Q4 | $65K | Buy |
490
+400
| +444% | +$53.1K | 0.02% | 306 |
|
|
2020
Q3 | $9K | Hold |
90
| – | – | ﹤0.01% | 621 |
|
|
2020
Q2 | $8K | Hold |
90
| – | – | ﹤0.01% | 542 |
|
|
2020
Q1 | $5K | Hold |
90
| – | – | ﹤0.01% | 568 |
|
|
2019
Q4 | $8K | Buy |
+90
| New | +$8K | ﹤0.01% | 563 |
|
|
2016
Q1 | – | Sell |
-18
| Closed | – | – | 907 |
|
|
2015
Q4 | $0 | Buy |
+18
| New | – | ﹤0.01% | 961 |
|