Wealthspire Advisors (New York)’s Exact Sciences EXAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,565
| Closed | -$523K | – | 604 |
|
|
2023
Q2 | $523K | Buy |
5,565
+36
| +0.7% | +$3.38K | 0.01% | 352 |
|
|
2023
Q1 | $375K | Sell |
5,529
-444
| -7% | -$30.1K | 0.01% | 400 |
|
|
2022
Q4 | $296K | Buy |
+5,973
| New | +$296K | 0.01% | 458 |
|
|
2022
Q3 | – | Sell |
-6,026
| Closed | -$237K | – | 524 |
|
|
2022
Q2 | $237K | Hold |
6,026
| – | – | 0.01% | 448 |
|
|
2022
Q1 | $421K | Sell |
6,026
-353
| -6% | -$24.7K | 0.01% | 295 |
|
|
2021
Q4 | $496K | Sell |
6,379
-938
| -13% | -$72.9K | 0.01% | 323 |
|
|
2021
Q3 | $698K | Buy |
7,317
+99
| +1% | +$9.44K | 0.01% | 299 |
|
|
2021
Q2 | $897K | Buy |
7,218
+2,685
| +59% | +$334K | 0.02% | 174 |
|
|
2021
Q1 | $597K | Buy |
4,533
+515
| +13% | +$67.8K | 0.01% | 351 |
|
|
2020
Q4 | $532K | Buy |
+4,018
| New | +$532K | 0.02% | 292 |
|
|
2020
Q2 | – | Sell |
-4,715
| Closed | -$273K | – | 354 |
|
|
2020
Q1 | $273K | Buy |
+4,715
| New | +$273K | 0.01% | 405 |
|