Strategic Wealth Partners’s Exact Sciences EXAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Buy |
+3,750
| New | +$199K | 0.02% | 313 |
|
|
2024
Q4 | – | Sell |
-3,750
| Closed | -$255K | – | 318 |
|
|
2024
Q3 | $255K | Buy |
+3,750
| New | +$255K | 0.02% | 269 |
|
|
2024
Q2 | – | Sell |
-3,924
| Closed | -$271K | – | 294 |
|
|
2024
Q1 | $271K | Buy |
3,924
+125
| +3% | +$8.63K | 0.03% | 240 |
|
|
2023
Q4 | $281K | Hold |
3,799
| – | – | 0.03% | 229 |
|
|
2023
Q3 | $259K | Sell |
3,799
-47
| -1% | -$3.21K | 0.03% | 250 |
|
|
2023
Q2 | $361K | Buy |
+3,846
| New | +$361K | 0.05% | 226 |
|
|
2021
Q1 | – | Sell |
-5,566
| Closed | -$737K | – | 192 |
|
|
2020
Q4 | $737K | Sell |
5,566
-14
| -0.3% | -$1.85K | 0.31% | 84 |
|
|
2020
Q3 | $569K | Buy |
5,580
+3,035
| +119% | +$309K | 0.29% | 81 |
|
|
2020
Q2 | $221K | Buy |
+2,545
| New | +$221K | 0.11% | 121 |
|
|
2019
Q4 | – | Sell |
-59
| Closed | -$5 | – | 243 |
|
|
2019
Q3 | $5 | Buy |
+59
| New | +$5 | ﹤0.01% | 634 |
|