Wealth Alliance’s Exact Sciences EXAS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3,082
| Closed | -$228K | – | 524 |
|
2023
Q4 | $228K | Sell |
3,082
-350
| -10% | -$25.9K | 0.03% | 457 |
|
2023
Q3 | $234K | Sell |
3,432
-898
| -21% | -$61.3K | 0.04% | 424 |
|
2023
Q2 | $407K | Buy |
4,330
+1,125
| +35% | +$106K | 0.06% | 289 |
|
2023
Q1 | $217K | Buy |
+3,205
| New | +$217K | 0.04% | 460 |
|
2021
Q3 | – | Sell |
-2,079
| Closed | -$258K | – | 437 |
|
2021
Q2 | $258K | Buy |
2,079
+526
| +34% | +$65.3K | 0.06% | 362 |
|
2021
Q1 | $205K | Sell |
1,553
-1,074
| -41% | -$142K | 0.06% | 369 |
|
2020
Q4 | $348K | Buy |
2,627
+412
| +19% | +$54.6K | 0.1% | 251 |
|
2020
Q3 | $226K | Sell |
2,215
-190
| -8% | -$19.4K | 0.08% | 289 |
|
2020
Q2 | $209K | Buy |
+2,405
| New | +$209K | 0.08% | 286 |
|