EFG Asset Management’s CareDx CDNA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-169,926
| Closed | -$1.94M | – | 182 |
|
2022
Q4 | $1.94M | Buy |
169,926
+14,524
| +9% | +$166K | 0.44% | 79 |
|
2022
Q3 | $2.65M | Buy |
155,402
+19,462
| +14% | +$331K | 0.61% | 53 |
|
2022
Q2 | $2.92M | Buy |
135,940
+30,000
| +28% | +$645K | 0.62% | 55 |
|
2022
Q1 | $3.92M | Buy |
105,940
+28,942
| +38% | +$1.07M | 0.59% | 56 |
|
2021
Q4 | $3.5M | Buy |
+76,998
| New | +$3.5M | 0.46% | 62 |
|