Carson Wealth (CWM LLC)’s CareDx CDNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98K | Sell |
5,008
-7,405
| -60% | -$145K | ﹤0.01% | 2739 |
|
|
2025
Q1 | $220K | Buy |
12,413
+2,319
| +23% | +$41.1K | ﹤0.01% | 1857 |
|
|
2024
Q4 | $216K | Buy |
10,094
+2,490
| +33% | +$53.3K | ﹤0.01% | 1775 |
|
|
2024
Q3 | $237K | Buy |
7,604
+6,452
| +560% | +$201K | ﹤0.01% | 1670 |
|
|
2024
Q2 | $18K | Sell |
1,152
-297
| -20% | -$4.64K | ﹤0.01% | 3166 |
|
|
2024
Q1 | $15K | Buy |
1,449
+1,383
| +2,095% | +$14.3K | ﹤0.01% | 3074 |
|
|
2023
Q4 | $1K | Sell |
66
-223
| -77% | -$3.38K | ﹤0.01% | 3907 |
|
|
2023
Q3 | $2K | Sell |
289
-399
| -58% | -$2.76K | ﹤0.01% | 3759 |
|
|
2023
Q2 | $6K | Sell |
688
-453
| -40% | -$3.95K | ﹤0.01% | 3325 |
|
|
2023
Q1 | $10K | Buy |
1,141
+976
| +592% | +$8.55K | ﹤0.01% | 2929 |
|
|
2022
Q4 | $2K | Buy |
165
+129
| +358% | +$1.56K | ﹤0.01% | 3511 |
|
|
2022
Q3 | $1K | Buy |
36
+15
| +71% | +$417 | ﹤0.01% | 3598 |
|
|
2022
Q2 | $0 | Buy |
21
+10
| +91% | – | ﹤0.01% | 3786 |
|
|
2022
Q1 | $0 | Sell |
11
-3
| -21% | – | ﹤0.01% | 3529 |
|
|
2021
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 3244 |
|