Shepherd Financial Partners’s Exact Sciences EXAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,068
| Closed | -$354K | – | 163 |
|
|
2022
Q1 | $354K | Sell |
5,068
-319
| -6% | -$22.3K | 0.06% | 132 |
|
|
2021
Q4 | $419K | Sell |
5,387
-14,209
| -73% | -$1.11M | 0.07% | 123 |
|
|
2021
Q3 | $1.87M | Buy |
19,596
+4,439
| +29% | +$424K | 0.36% | 55 |
|
|
2021
Q2 | $1.88M | Buy |
15,157
+166
| +1% | +$20.6K | 0.36% | 59 |
|
|
2021
Q1 | $1.98M | Buy |
14,991
+216
| +1% | +$28.5K | 0.44% | 46 |
|
|
2020
Q4 | $1.96M | Buy |
14,775
+421
| +3% | +$55.7K | 0.45% | 47 |
|
|
2020
Q3 | $1.46M | Buy |
14,354
+859
| +6% | +$87.6K | 0.34% | 62 |
|
|
2020
Q2 | $1.17M | Buy |
+13,495
| New | +$1.17M | 0.32% | 58 |
|