YorkBridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-700
| Closed | -$83K | – | 331 |
|
|
2019
Q2 | $83K | Buy |
700
+200
| +40% | +$23.7K | 0.04% | 312 |
|
|
2019
Q1 | $43K | Hold |
500
| – | – | 0.02% | 372 |
|
|
2018
Q4 | $32K | Hold |
500
| – | – | 0.02% | 370 |
|
|
2018
Q3 | $40K | Hold |
500
| – | – | 0.02% | 384 |
|
|
2018
Q2 | $30K | Hold |
500
| – | – | 0.01% | 429 |
|
|
2018
Q1 | $23K | Hold |
500
| – | – | 0.01% | 486 |
|
|
2017
Q4 | $24K | Sell |
500
-1,500
| -75% | -$72K | 0.01% | 464 |
|
|
2017
Q3 | $94K | Hold |
2,000
| – | – | 0.05% | 295 |
|
|
2017
Q2 | $69K | Hold |
2,000
| – | – | 0.04% | 330 |
|
|
2017
Q1 | $62K | Hold |
2,000
| – | – | 0.03% | 341 |
|
|
2016
Q4 | $32K | Buy |
+2,000
| New | +$32K | 0.02% | 412 |
|