RWA
Ropes Wealth Advisors’s Exact Sciences EXAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,464
| Closed | -$701K | – | 261 |
|
|
2023
Q2 | $701K | Sell |
7,464
-19
| -0.3% | -$1.78K | 0.12% | 144 |
|
|
2023
Q1 | $507K | Hold |
7,483
| – | – | 0.09% | 173 |
|
|
2022
Q4 | $370K | Sell |
7,483
-334
| -4% | -$16.5K | 0.07% | 195 |
|
|
2022
Q3 | $254K | Buy |
7,817
+110
| +1% | +$3.57K | 0.05% | 212 |
|
|
2022
Q2 | $304K | Hold |
7,707
| – | – | 0.06% | 210 |
|
|
2022
Q1 | $539K | Hold |
7,707
| – | – | 0.09% | 187 |
|
|
2021
Q4 | $600K | Buy |
+7,707
| New | +$600K | 0.11% | 147 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$66K | – | 427 |
|
|
2020
Q4 | $66K | Hold |
500
| – | – | 0.01% | 349 |
|
|
2020
Q3 | $51K | Hold |
500
| – | – | 0.01% | 332 |
|
|
2020
Q2 | $43K | Hold |
500
| – | – | 0.01% | 322 |
|
|
2020
Q1 | $29K | Hold |
500
| – | – | 0.01% | 336 |
|
|
2019
Q4 | $46K | Hold |
500
| – | – | 0.01% | 339 |
|
|
2019
Q3 | $45K | Sell |
500
-100
| -17% | -$9K | 0.01% | 346 |
|
|
2019
Q2 | $71K | Buy |
+600
| New | +$71K | 0.02% | 301 |
|