Valeo Financial Advisors’s Exact Sciences EXAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,741
| Closed | -$229K | – | 860 |
|
|
2021
Q1 | $229K | Sell |
1,741
-124
| -7% | -$16.3K | 0.01% | 403 |
|
|
2020
Q4 | $247K | Buy |
1,865
+1,569
| +530% | +$208K | 0.01% | 368 |
|
|
2020
Q3 | $30K | Sell |
296
-15
| -5% | -$1.52K | ﹤0.01% | 785 |
|
|
2020
Q2 | $27K | Sell |
311
-130
| -29% | -$11.3K | ﹤0.01% | 902 |
|
|
2020
Q1 | $29K | Sell |
441
-2
| -0.5% | -$132 | ﹤0.01% | 750 |
|
|
2019
Q4 | $41K | Buy |
443
+269
| +155% | +$24.9K | ﹤0.01% | 708 |
|
|
2019
Q3 | $16K | Sell |
174
-9
| -5% | -$828 | ﹤0.01% | 890 |
|
|
2019
Q2 | $22K | Sell |
183
-6
| -3% | -$721 | ﹤0.01% | 812 |
|
|
2019
Q1 | $16K | Hold |
189
| – | – | ﹤0.01% | 834 |
|
|
2018
Q4 | $12K | Hold |
189
| – | – | ﹤0.01% | 823 |
|
|
2018
Q3 | $12K | Hold |
189
| – | – | ﹤0.01% | 902 |
|
|
2018
Q2 | $9K | Hold |
189
| – | – | ﹤0.01% | 958 |
|
|
2018
Q1 | $8K | Hold |
189
| – | – | ﹤0.01% | 982 |
|
|
2017
Q4 | $10K | Hold |
189
| – | – | ﹤0.01% | 831 |
|
|
2017
Q3 | $9K | Buy |
+189
| New | +$9K | ﹤0.01% | 715 |
|