Glassman Wealth Services’s CareDx CDNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-121
| Closed | -$1.45K | – | 495 |
|
|
2023
Q4 | $1.45K | Buy |
+121
| New | +$1.45K | ﹤0.01% | 1438 |
|
|
2023
Q2 | – | Sell |
-17
| Closed | -$155 | – | 1922 |
|
|
2023
Q1 | $155 | Buy |
+17
| New | +$155 | ﹤0.01% | 1844 |
|
|
2022
Q3 | – | Sell |
-7
| Closed | – | – | 1689 |
|
|
2022
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1700 |
|
|
2021
Q1 | – | Sell |
-10
| Closed | -$1K | – | 1411 |
|
|
2020
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1172 |
|