Envestnet Asset Management’s CareDx CDNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
22,489
+3,389
| +18% | +$66.2K | ﹤0.01% | 3787 |
|
|
2025
Q1 | $339K | Buy |
19,100
+290
| +2% | +$5.15K | ﹤0.01% | 3854 |
|
|
2024
Q4 | $403K | Sell |
18,810
-1,596
| -8% | -$34.2K | ﹤0.01% | 3708 |
|
|
2024
Q3 | $637K | Buy |
20,406
+6,343
| +45% | +$198K | ﹤0.01% | 3395 |
|
|
2024
Q2 | $218K | Buy |
+14,063
| New | +$218K | ﹤0.01% | 3880 |
|
|
2023
Q1 | – | Sell |
-20,125
| Closed | -$230K | – | 3982 |
|
|
2022
Q4 | $230K | Sell |
20,125
-24,290
| -55% | -$277K | ﹤0.01% | 3601 |
|
|
2022
Q3 | $756K | Buy |
44,415
+1,536
| +4% | +$26.1K | ﹤0.01% | 2772 |
|
|
2022
Q2 | $921K | Sell |
42,879
-3,865
| -8% | -$83K | ﹤0.01% | 2658 |
|
|
2022
Q1 | $1.73M | Buy |
46,744
+8,952
| +24% | +$331K | ﹤0.01% | 2291 |
|
|
2021
Q4 | $1.72M | Sell |
37,792
-3,643
| -9% | -$166K | ﹤0.01% | 2276 |
|
|
2021
Q3 | $2.63M | Buy |
41,435
+7,529
| +22% | +$477K | ﹤0.01% | 1924 |
|
|
2021
Q2 | $3.1M | Buy |
33,906
+6,218
| +22% | +$569K | ﹤0.01% | 1789 |
|
|
2021
Q1 | $1.89M | Buy |
27,688
+8,428
| +44% | +$574K | ﹤0.01% | 1974 |
|
|
2020
Q4 | $1.4M | Buy |
19,260
+1,778
| +10% | +$129K | ﹤0.01% | 1991 |
|
|
2020
Q3 | $663K | Sell |
17,482
-1,838
| -10% | -$69.7K | ﹤0.01% | 2311 |
|
|
2020
Q2 | $685K | Buy |
19,320
+2,550
| +15% | +$90.4K | ﹤0.01% | 2204 |
|
|
2020
Q1 | $366K | Buy |
+16,770
| New | +$366K | ﹤0.01% | 2453 |
|