Cetera Trust Company’s CareDx CDNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
12,195
+1,225
| +11% | +$23.9K | 0.14% | 148 |
|
|
2025
Q1 | $195K | Hold |
10,970
| – | – | 0.12% | 163 |
|
|
2024
Q4 | $235K | Sell |
10,970
-900
| -8% | -$19.3K | 0.15% | 145 |
|
|
2024
Q3 | $371K | Hold |
11,870
| – | – | 0.23% | 80 |
|
|
2024
Q2 | $184K | Hold |
11,870
| – | – | 0.12% | 169 |
|
|
2024
Q1 | $126K | Hold |
11,870
| – | – | 0.08% | 194 |
|
|
2023
Q4 | $142K | Buy |
+11,870
| New | +$142K | 0.09% | 180 |
|