Regal Investment 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
Q4 | – | Sell |
-8,060
| Closed | -$549K | – | 478 |
|
|
2024
Q3 | $549K | Sell |
8,060
-286
| -3% | -$19.5K | 0.04% | 336 |
|
|
2024
Q2 | $353K | Sell |
8,346
-65
| -0.8% | -$2.75K | 0.02% | 423 |
|
|
2024
Q1 | $581K | Buy |
8,411
+101
| +1% | +$6.98K | 0.04% | 330 |
|
|
2023
Q4 | $615K | Buy |
8,310
+992
| +14% | +$73.4K | 0.05% | 289 |
|
|
2023
Q3 | $499K | Buy |
7,318
+14
| +0.2% | +$955 | 0.04% | 293 |
|
|
2023
Q2 | $686K | Buy |
7,304
+1,772
| +32% | +$166K | 0.06% | 246 |
|
|
2023
Q1 | $375K | Buy |
+5,532
| New | +$375K | 0.03% | 344 |
|
|
2021
Q1 | – | Sell |
-2,248
| Closed | -$298K | – | 143 |
|
|
2020
Q4 | $298K | Buy |
+2,248
| New | +$298K | 0.03% | 362 |
|
|
2015
Q4 | – | Sell |
-325
| Closed | -$5K | – | 462 |
|
|
2015
Q3 | $5K | Sell |
325
-500
| -61% | -$7.69K | ﹤0.01% | 798 |
|
|
2015
Q2 | $24K | Buy |
825
+500
| +154% | +$14.5K | 0.01% | 531 |
|
|
2015
Q1 | $7K | Hold |
325
| – | – | ﹤0.01% | 753 |
|
|
2014
Q4 | $9K | Buy |
+325
| New | +$9K | ﹤0.01% | 646 |
|