Allworth Financial’s CareDx CDNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.1K | Buy |
+2,050
| New | +$40.1K | ﹤0.01% | 2077 |
|
|
2023
Q2 | – | Sell |
-91
| Closed | -$832 | – | 3273 |
|
|
2023
Q1 | $832 | Buy |
91
+31
| +52% | +$283 | ﹤0.01% | 2738 |
|
|
2022
Q4 | $685 | Buy |
+60
| New | +$685 | ﹤0.01% | 2558 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | – | – | 2695 |
|
|
2022
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2432 |
|
|
2020
Q3 | – | Sell |
-450
| Closed | -$16K | – | 1174 |
|
|
2020
Q2 | $16K | Hold |
450
| – | – | ﹤0.01% | 625 |
|
|
2020
Q1 | $10K | Hold |
450
| – | – | ﹤0.01% | 694 |
|
|
2019
Q4 | $10K | Hold |
450
| – | – | ﹤0.01% | 644 |
|
|
2019
Q3 | $10K | Buy |
+450
| New | +$10K | ﹤0.01% | 578 |
|