EWM
Empirical Wealth Management’s CareDx CDNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Hold |
13,063
| – | – | 0.01% | 571 |
|
|
2025
Q1 | $232K | Sell |
13,063
-100
| -0.8% | -$1.78K | 0.01% | 569 |
|
|
2024
Q4 | $282K | Sell |
13,163
-500
| -4% | -$10.7K | 0.01% | 512 |
|
|
2024
Q3 | $427K | Sell |
13,663
-14,500
| -51% | -$453K | 0.01% | 392 |
|
|
2024
Q2 | $437K | Hold |
28,163
| – | – | 0.01% | 389 |
|
|
2024
Q1 | $298K | Hold |
28,163
| – | – | 0.01% | 439 |
|
|
2023
Q4 | $338K | Hold |
28,163
| – | – | 0.01% | 376 |
|
|
2023
Q3 | $197K | Hold |
28,163
| – | – | 0.01% | 446 |
|
|
2023
Q2 | $239K | Buy |
+28,163
| New | +$239K | 0.01% | 408 |
|
|
2021
Q2 | – | Sell |
-28,476
| Closed | -$1.94M | – | 443 |
|
|
2021
Q1 | $1.94M | Sell |
28,476
-1,572
| -5% | -$107K | 0.16% | 97 |
|
|
2020
Q4 | $2.18M | Sell |
30,048
-20,610
| -41% | -$1.49M | 0.17% | 88 |
|
|
2020
Q3 | $1.92M | Buy |
+50,658
| New | +$1.92M | 0.16% | 91 |
|