J.P. Morgan Private Wealth Advisors’s CareDx CDNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-19,760
| Closed | -$336K | – | 1936 |
|
|
2022
Q3 | $336K | Sell |
19,760
-10,334
| -34% | -$176K | ﹤0.01% | 1610 |
|
|
2022
Q2 | $646K | Buy |
30,094
+3,899
| +15% | +$83.7K | ﹤0.01% | 1349 |
|
|
2022
Q1 | $969K | Sell |
26,195
-596
| -2% | -$22K | ﹤0.01% | 1240 |
|
|
2021
Q4 | $1.22M | Sell |
26,791
-3,485
| -12% | -$158K | ﹤0.01% | 1143 |
|
|
2021
Q3 | $1.92M | Sell |
30,276
-950
| -3% | -$60.2K | ﹤0.01% | 925 |
|
|
2021
Q2 | $2.86M | Buy |
31,226
+16,105
| +107% | +$1.47M | 0.01% | 745 |
|
|
2021
Q1 | $1.03M | Sell |
15,121
-17,546
| -54% | -$1.2M | ﹤0.01% | 1020 |
|
|
2020
Q4 | $2.37M | Buy |
32,667
+27,276
| +506% | +$1.98M | 0.01% | 675 |
|
|
2020
Q3 | $205K | Buy |
+5,391
| New | +$205K | ﹤0.01% | 1513 |
|