Geneos Wealth Management’s CareDx CDNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-47
| Closed | -$3K | – | 2886 |
|
|
2021
Q1 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 2782 |
|
|
2019
Q1 | – | Sell |
-750
| Closed | -$17K | – | 2412 |
|
|
2018
Q4 | $17K | Hold |
750
| – | – | ﹤0.01% | 1561 |
|
|
2018
Q3 | $21K | Sell |
750
-1,050
| -58% | -$29.4K | ﹤0.01% | 1545 |
|
|
2018
Q2 | $22K | Buy |
+1,800
| New | +$22K | ﹤0.01% | 1399 |
|