Foundations Investment Advisors’s CareDx CDNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,954
| Closed | -$282K | – | 397 |
|
|
2022
Q1 | $282K | Sell |
7,954
-132
| -2% | -$4.68K | 0.01% | 282 |
|
|
2021
Q4 | $341K | Buy |
8,086
+4,325
| +115% | +$182K | 0.01% | 254 |
|
|
2021
Q3 | $246K | Buy |
3,761
+443
| +13% | +$29K | 0.01% | 275 |
|
|
2021
Q2 | $290K | Buy |
+3,318
| New | +$290K | 0.01% | 240 |
|