Essex Investment Management’s CareDx CDNA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-5,547
| Closed | -$508K | – | 422 |
|
2021
Q2 | $508K | Hold |
5,547
| – | – | 0.06% | 277 |
|
2021
Q1 | $378K | Sell |
5,547
-576
| -9% | -$39.3K | 0.05% | 309 |
|
2020
Q4 | $444K | Buy |
+6,123
| New | +$444K | 0.06% | 298 |
|
2019
Q3 | – | Sell |
-35,779
| Closed | -$1.29M | – | 471 |
|
2019
Q2 | $1.29M | Buy |
35,779
+13,612
| +61% | +$490K | 0.18% | 188 |
|
2019
Q1 | $699K | Buy |
+22,167
| New | +$699K | 0.1% | 235 |
|
2017
Q1 | – | Sell |
-103,902
| Closed | -$281K | – | 351 |
|
2016
Q4 | $281K | Buy |
+103,902
| New | +$281K | 0.05% | 300 |
|