IFP Advisors’s CareDx CDNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76K | Buy |
+133
| New | +$2.76K | ﹤0.01% | 3738 |
|
|
2025
Q1 | – | Sell |
-20
| Closed | -$428 | – | 4383 |
|
|
2024
Q4 | $428 | Buy |
+20
| New | +$428 | ﹤0.01% | 3460 |
|
|
2023
Q3 | – | Sell |
-340
| Closed | -$2.89K | – | 3335 |
|
|
2023
Q2 | $2.89K | Hold |
340
| – | – | ﹤0.01% | 2754 |
|
|
2023
Q1 | $4.57K | Hold |
340
| – | – | ﹤0.01% | 2604 |
|
|
2022
Q4 | $5K | Sell |
340
-23
| -6% | -$338 | ﹤0.01% | 3764 |
|
|
2022
Q3 | $6K | Hold |
363
| – | – | ﹤0.01% | 3916 |
|
|
2022
Q2 | $6K | Hold |
363
| – | – | ﹤0.01% | 3664 |
|
|
2022
Q1 | $6K | Buy |
363
+23
| +7% | +$380 | ﹤0.01% | 3664 |
|
|
2021
Q4 | $15K | Hold |
340
| – | – | ﹤0.01% | 2021 |
|
|
2021
Q3 | $22K | Sell |
340
-160
| -32% | -$10.4K | ﹤0.01% | 1882 |
|
|
2021
Q2 | $46K | Sell |
500
-1
| -0.2% | -$92 | ﹤0.01% | 1567 |
|
|
2021
Q1 | $34K | Buy |
501
+498
| +16,600% | +$33.8K | ﹤0.01% | 1604 |
|
|
2020
Q4 | $0 | Sell |
3
-5
| -63% | – | ﹤0.01% | 3070 |
|
|
2020
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 2946 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2830 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2838 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2928 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3130 |
|
|
2019
Q1 | $32K | Sell |
1,000
-3,900
| -80% | -$125K | ﹤0.01% | 1148 |
|
|
2018
Q4 | $115K | Sell |
4,900
-5,200
| -51% | -$122K | 0.01% | 1115 |
|
|
2018
Q3 | $291K | Buy |
10,100
+1,000
| +11% | +$28.8K | 0.01% | 894 |
|
|
2018
Q2 | $111K | Buy |
+9,100
| New | +$111K | ﹤0.01% | 1401 |
|
|
2016
Q2 | – | Sell |
-1,000
| Closed | -$32K | – | 3862 |
|
|
2016
Q1 | $32K | Buy |
+1,000
| New | +$32K | ﹤0.01% | 1148 |
|