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Balance Wealth’s CareDx CDNA Stock Holding History

Balance Wealth’s Portfolio CDNA Stock Details CDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,666
Closed -$189K – 104
2025
Q1 		$189K Buy
+10,666
New +$189K 0.12% 108