CAPTRUST Financial Advisors’s CareDx CDNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,682
| Closed | -$271K | – | 2308 |
|
|
2024
Q3 | $271K | Buy |
+8,682
| New | +$271K | ﹤0.01% | 1937 |
|
|
2024
Q1 | – | Sell |
-10,754
| Closed | -$129K | – | 2236 |
|
|
2023
Q4 | $129K | Buy |
+10,754
| New | +$129K | ﹤0.01% | 2494 |
|
|
2022
Q3 | – | Sell |
-8,663
| Closed | -$186K | – | 2384 |
|
|
2022
Q2 | $186K | Buy |
8,663
+1,190
| +16% | +$25.6K | ﹤0.01% | 1742 |
|
|
2022
Q1 | $276K | Sell |
7,473
-104
| -1% | -$3.84K | ﹤0.01% | 1500 |
|
|
2021
Q4 | $345K | Sell |
7,577
-104
| -1% | -$4.74K | ﹤0.01% | 1315 |
|
|
2021
Q3 | $487K | Sell |
7,681
-581
| -7% | -$36.8K | ﹤0.01% | 1048 |
|
|
2021
Q2 | $756K | Buy |
8,262
+7,562
| +1,080% | +$692K | 0.01% | 832 |
|
|
2021
Q1 | $48K | Buy |
+700
| New | +$48K | ﹤0.01% | 2448 |
|