SSWM
Strait & Sound Wealth Management’s Exact Sciences EXAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,260
| Closed | -$1.08M | – | 147 |
|
|
2024
Q4 | $1.08M | Hold |
19,260
| – | – | 0.5% | 35 |
|
|
2024
Q3 | $1.31M | Hold |
19,260
| – | – | 0.64% | 29 |
|
|
2024
Q2 | $814K | Sell |
19,260
-16
| -0.1% | -$676 | 0.41% | 45 |
|
|
2024
Q1 | $1.41M | Hold |
19,276
| – | – | 0.79% | 24 |
|
|
2023
Q4 | $1.24M | Hold |
19,276
| – | – | 0.77% | 25 |
|
|
2023
Q3 | $1.32M | Hold |
19,276
| – | – | 1.13% | 19 |
|
|
2023
Q2 | $1.81M | Buy |
19,276
+16
| +0.1% | +$1.5K | 1.79% | 14 |
|
|
2023
Q1 | $1.31M | Buy |
+19,260
| New | +$1.31M | 1.3% | 17 |
|