RPWA
Regent Peak Wealth Advisors’s Exact Sciences EXAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,820
| Closed | -$402K | – | 169 |
|
|
2024
Q1 | $402K | Buy |
5,820
+1
| +0% | +$69 | 0.1% | 96 |
|
|
2023
Q4 | $430K | Buy |
5,819
+10
| +0.2% | +$740 | 0.12% | 87 |
|
|
2023
Q3 | $396K | Hold |
5,809
| – | – | 0.12% | 89 |
|
|
2023
Q2 | $545K | Sell |
5,809
-4,636
| -44% | -$435K | 0.16% | 75 |
|
|
2023
Q1 | $708K | Sell |
10,445
-1,159
| -10% | -$78.6K | 0.22% | 66 |
|
|
2022
Q4 | $575K | Sell |
11,604
-578
| -5% | -$28.6K | 0.19% | 77 |
|
|
2022
Q3 | $395K | Hold |
12,182
| – | – | 0.14% | 92 |
|
|
2022
Q2 | $479K | Buy |
+12,182
| New | +$479K | 0.16% | 88 |
|
|
2021
Q1 | – | Sell |
-36
| Closed | -$5K | – | 416 |
|
|
2020
Q4 | $5K | Buy |
+36
| New | +$5K | ﹤0.01% | 666 |
|