EverSource Wealth Advisors’s CareDx CDNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1K | Buy |
519
+306
| +144% | +$5.98K | ﹤0.01% | 2787 |
|
|
2025
Q1 | $3.78K | Buy |
213
+189
| +788% | +$3.36K | ﹤0.01% | 2628 |
|
|
2024
Q4 | $514 | Buy |
+24
| New | +$514 | ﹤0.01% | 3191 |
|
|
2022
Q2 | – | Sell |
-60
| Closed | -$2K | – | 1733 |
|
|
2022
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 1497 |
|
|
2021
Q4 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 1399 |
|